CCAR

Finalizing Reports on Find.

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Saving a Report

Saving a report allows you to regenerate the report at a later date. It also applies a more descriptive title to the report.

To save the report:

  1. Click Report Name link at the top of the page.
  2. Enter a descriptive name for the report.
  3. Click away from the field to update the name.

The new name displays on the report.

To save the report:

  1. Click the Save button at the top of the preview page.
  2. Enter a descriptive report name.
  3. Click OK to save your changes.

Note: If you are prompted by your browser to “allow scripted windows” with this command, please do so. The scripted window is where you will enter the report name. After accepting, you may have to click Save again to display the dialog box.

Managing Reports

You manage your saved reports from the Saved Reports List.

To access your Saved Reports:

  1. Click the Reports sidebar tab.

To view a Saved Report:

  1. In the Reports List, click on the desired report to open.  The report opens on a separate page.

Note: When you move your cursor over a report, four icons appear: a house, a calendar, a pencil and a trash can.

To change the expiry date on a report:

In the Reports List, hover over the report you wish to change.

Click the Change Report Expiry Date icon

Click a date to select it. The new expiry date is saved to the report and the calendar closes.

Note: When a report expires, it can no longer be viewed. If a recipient tries to link to the report, the report shows only your branding and the message: “The requested report has expired. Please contact me”.

To Share a report link:

  1. In the Reports list, hover over the report to Share.
  2. Click the Share Report icon and the Share Report dialog box displays.
  3. Copy the link from the Share Report box and paste where desired.
  4. Click ―Cancel‖ to close dialog box or ―Send‖ to paste link into a new Outlook email.

To Rename a report:

  1. In the Reports list, hover over the report to Rename.
  2. Click the Rename Report icon and the Rename Report dialog box displays.
  3. Type a unique name and click Save.

To combine two or more reports:

Tip: You can merge two or more reports into a single report.

  1. Create a new report, and then add Saved Reports to it - or - Start with an empty report and add several Saved Reports to it.
  2. Click the Reports sidebar tab.
  3. In the Reports list, hover over the report containing the properties to add.
  4. Click the Add to current report icon and the properties are added to the current report.
  5. Repeat as required.

Note: The Report Bin keeps track as more properties are added. Again, any duplicates are ignored and the property displays only once.

To Delete a report:

  1. In the Reports list, hover over the report to be removed.
  2. Click the Delete icon (Trash Can) and a prompt displays asking you to confirm the deletion.
  3. Click OK to confirm.

Next Lesson: Changing Profile Settings on Find.

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