Reports in Saved Views

Reports in Saved Views

Reports saved to the Saved Views may be opened and edited using different filter conditions than those originally saved with the report. This allows you to design a standard template for your reports that you can apply to different sets of data.  Saved reports can be created using Summary Reports  , the Report Wizard , or the Report Designer .

 

Preview a Saved Report

  1. Right-click on the saved report in the Saved View Panel, and select Preview.
  2. Select one of the three options shown on the sub-menu to Preview:

- With The Saved Filter: Uses the filter conditions saved with the report.

- Use the Current Filter:  If you have selected a Datasheet tab prior to previewing your report in the saved views, the report will use its filter conditions.

- Use A New Filter: Opens the filter editor window with the saved filter conditions. You can edit these conditions as required (refer to Filter Editor).

  1. The Preview window will open showing the Report template with the filtered data for printing or exporting (See Preview Reports for more details).

 

Edit a Saved Report

  1. Right-click on the saved report in the Saved View Panel, and select Design.
  2. Select one of the three options shown on the sub-menu to Design:

- With The Saved Filter: Uses the filter conditions saved with the report.

- Use the Current Filter:  If you have selected a Datasheet tab prior to selecting your report in the saved views, the report will use its filter conditions.

- Use A New Filter: Opens the filter editor window with the saved filter conditions. You can edit these conditions as required (refer to Filter Editor).

  1. The Report Designer will open showing the Report template with the filtered data for editing.

Note

Summary Reports cannot be edited using the Report Designer.

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