Page 34 - GC Using the Reports Dashboard_eBook(SDL)

LESSON 3: SAVED REPORTS

Learning Objectives
• Create a Saved report to display on a dashboard
• Execute a Saved Shared report and display it on a dashboard

Introduction
A time-saving feature of Unanet reports is the ability to save the selection criteria
of your most frequently used reports. All users can save reports and lists for their
own individual use. Users with the Administrator role additionally may share
saved report criteria with any user(s) having the necessary role(s) and access to
that report and the selected data. Once you save a report or create an adhoc
report, you can determine which of them will appear in the My Reports list on the
left side of each dashboard so that you can quickly run the report without having
to navigate to another screen or enter selection criteria.

Saved Reports
Once a report has been generated and the output has been verified, selecting
the Save Criteria link located at the top and bottom of each report criteria screen
will display a popup window to allow the user to customize the report name. In
addition, the Add to My Dashboards section can be expanded to view and select
the dashboards where the saved report should be made available.

Charts cannot be saved to the Reports dashboard.

Note that the Add to My Dashboards section will not reflect any dashboards to
which an item may already be displayed, and this control is only used to add the
item (i.e., it will not remove the item from those dashboards not checked).
Removing an item from a dashboard can be accomplished using the gear icon
beside the screen title or via the Preferences > Dashboard screens.

Once items have been saved, they are then available in the dropdown list of
saved reports/charts/lists located at the top of each selection criteria screen.
When a Saved Report/Chart/List is selected from the dropdown list, the screen is
refreshed with all fields populated as they were originally saved.

Tour 3.1 – Utilizing Saved Reports and Lists

LESSON 3: SAVED REPORTS
©2022 Unanet. All rights reserved. 34