Saving Reports

To save a report:

  1. Navigate to the specific report type in the left bar (Records, Approvals, Payments, Inspections, Documents).
  2. Add any filters and/or new columns that you'll want to include in the saved version.
  3. Toward the bottom right, click on Save Report.
  4. In the pop up the appears, type in what you'd like to name the report and click Save.  

 

To access a saved report:

  1. Navigate to the report type in the left bar (Records, Approvals, Payments, Inspections, Documents).
  2. Toward the right side of the report, click on Saved Reports.
  3. Select the report from the drop down.

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