Saved Reports Page

The Saved Reports page lists all the reports you've customized and saved, whether in the Report Builder or Financial Report Builder. It also shows reports customized by others who added you to the audience of their saved report.

To view the Saved Reports page:

  1. Click the Reports tab.

  2. On the Reports page, under the Saved Reports heading, click All Saved Reports.

The saved reports list includes these columns:

You can click a column heading to sort the reports by title, description, owner, or report type.

If inline editing is turned on, you can edit the report's title and description directly. See Inline Editing of Reports. Administrators can also edit the report's owner.

At the bottom of the Saved Reports page, you can filter reports by owner. If you only want to see the reports that you own, select Mine in the Owner field.

If you don’t want a saved report to appear on the Reports page or Reports > Saved Reports menu, open the report for editing and clear the Show on Reports Page option on the More Options tab.

Related Topics

General Notices