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Saving a Custom Report
Purpose
Once a query has been completed, it can be reproduced without having to repeat the process of performing the same steps each time. After a report has been saved, simply click on the run button and the query results can be searched for automatically, applying the same filters and alterations of columns.
- Once the query results are displaying, click on the Save As button, located in the reports toolbar (directly above the query results). The Save As option will be shown as a floppy disk icon. Once this button is clicked, the system will display the Save As pop-up box.
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2. Inside of the Save As pop-up box, click the textbox next to the label “Name,” enter the name the report should be saved as.
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3. Inside the Save As pop-up box, choose whether the report will be a Private report or Public report.
Private reports: can only be viewed by the account that it was created under, no other Aparavi users will be able to view this report.
Public reports: can be viewed by any Aparavi users under the same organization for quick sharing of results.
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4. Once all selections have been entered into the Save As pop-up box, click the Ok button.
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5. Once the report has been successfully saved, the system will display an alert, located in the bottom left-hand side of the screen.
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6. To view the saved report, click on the Reports tab, located in the top navigation menu.
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7. Once on the Reports tab, the saved report will appear under either the Private reports section, or Public reports section, depending on which option was selected.
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8. Once the report has been ran, the results will display in the window below the toolbar.
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