Create private File Load Transactions reports

You can modify the default Upload File report and save it as a private report for your use.

The portal has a default Upload File report called Primary Report. You can modify this report with the Actions menu during your portal session. If you want to save this modified report for later use, you can save it as a private report.

To create a private report:

1. If you currently have no private reports, use the Actions menu options to create the report you want to save.
   Alternatively, if you currently have private reports, you can select either the Primary Report or one of your private reports from the Report menu next to the Actions menu as a starting point. The portal adds the Report menu to your view only after you create your first report.
2. When you complete your new report, select Actions > Report > Save Report.
3. From the dialog box, enter the report name in the Name field, and a short Description.
4. Select Apply.

You see the new report in the Report menu next to the Actions menu. The last report you view in a session becomes the report you see when you start your next portal session.