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Configuring your Saved Report

Submittal Exchange Reports > Create Saved Report

1. From the Reports page, expand the built-In node if not already expanded.
2. Select a report and from the Gear icon, select Save As. OR From the Run Built in Report page, select Save As Defined Report.
3. Select Add Projects.
   1. From the Add Projects dialog box, select the projects you want to use.
   2. Select Done.
4. Expand the Logs node, and select Add Logs.
   1. From the Add Logs dialog box, select the logs you want to use.
   2. Select Done.
5. Expand the Columns node, and select Add Columns.
   1. From the Add Columns dialog box, select the columns you want to use.
   2. Select Done.
   3. Optional. Select and drag the Reorder icon to change the column order.
   4. Optional. Select a label you want to use for the column.
6. Expand the Filters node. Select the filters you want to use.
7. From the left pane, select a name, format, layout, output format, and report description.
8. Select Preview, to view a sample of the report.
9. Select Save or Save And Run. The report is displayed on the Reports page under the Saved node.

Tips:

• User the Search box on the Add Projects, Add Columns, and the Add Logs dialog boxes to find a specific project, log, or column.
• Select the Remove button to remove Projects, Logs, or Columns.
• To run this report on a schedule, select the Schedule icon on the left pane and select the run frequency.
• To share this report, from the left pane under Output, select the option Send as attachment link.
• To grant users in your company access to run your saved report: from the left pane under Access, select All Users of my Company. A shared icon is displayed for reports that you have shared with the users in your company. Note, selecting this option allows users to view and edit your report. Only the report creator can delete the report and/or modify the access.
• The Days Open field in reports for Logs 1, 2, 3, 4 and 8 uses the From Date and To Date fields to calculate how long an item is open. You can modify the From and To dates for an accurate count of the Days Open field.

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Last Published Wednesday, January 17, 2024