How Can We Help?

Search for answers or browse our knowledge base.

Documentation | Demos | Support

< All Topics
Print

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.

  1. 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.
Save As Button

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.

Save As Pop-up Box

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.

Type of Report Drop-down Menu

4. Once all selections have been entered into the Save As pop-up box, click the Ok button.

Save As Pop-up Box

5. Once the report has been successfully saved, the system will display an alert, located in the bottom left-hand side of the screen.

Report Successfully Saved

6. To view the saved report, click on the Reports tab, located in the top navigation menu.

Reports Tab

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.

Report Saved

8. Once the report has been ran, the results will display in the window below the toolbar.

Query Results
Was this article helpful?
0 out Of 5 Stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.
Tags:
Previous Exporting Reports to PDF or Excel Files
Next Adding & Removing Fields From Reports
Table of Contents