7 | Saving Reports

This article covers how-to Save Reports in BackOffice.

This article covers how-to Save Reports in BackOffice.

Saved Reports is a powerful tool that allows the exact settings of a generated Report to be saved

There are three types of Saved Reports: Personal; Global; and Global Hidden

Prerequisites

• To be able to Create, Edit and/or View reports, the applicable Operator Privileges will need to be enabled:
• Operator Maintenance 'Reporting' Tab
• 'Sales Reports' Flags
• 'Other Reports' Flags
• 'Global Reports' Flags

Saving Reports

• Personal Reports are only available to the Operator that created the Report
• Global Reports are Saved Reports that are available for all Operators with the ability to login to BackOffice and with reporting privileges
• Global Hidden Reports are very similar to Global Reports just that they are not seen in the Global Saved Reports drop-down menu
• They are only accessible through the Saved Reports option in the Other Reports Menu
• Any changes to the settings, as well as deleting of Saved Reports, can also be done from the Saved Reports option
• To retrieve and run a Saved Report, click the drop-downs in the Alert/Saved Reports area in BackOffice
  
• To save a Report, click the Save Reports button after generating the Report
• If messaging is enabled, Reports must be Saved Globally to have them scheduled to run automatically

Step-By-Step Guide

• To save a Report, click the Save Report button in the Header Section of the current tab, after generating the Report
• If messaging is enabled, Reports must be Saved Globally to have them scheduled to run automatically
• Below is an example of how to Save a Report and schedule it to run automatically and be emailed to that Operator
1. Run the Report which is to be saved with the correct display period, accurate view, and any necessary filters
2. Click Save Report which will open the following prompt

• Fill in the Report's name and choose the Report Type; i.e., Personal, Global or Global Hidden Report
• To Save a Report without Scheduling it to be sent via Email, simply click OK and the Report will be saved to the corresponding drop-down menu based on the Report Type that had been selected

• To Schedule the Report to be emailed, the Report must be saved as a Global or a Global Hidden Report, then click the "Scheduled this Report to be sent to me via Email" flag

• Click OK and a Prompt will appear to select an existing Auto Report Job

• Select a Scheduled Job or select Create New Job
• A Schedule Prompt will appear if there is no schedule assigned

• Set the Schedule for the report to be emailed on and select OK, or select Cancel to not set a Schedule 
• This will open the box shown below

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• Operators are now prompted to either Select Auto Report Contactlists or Create a New ContactList
• If the operator chooses to Create a new Contactlist, following prompt will appear

• After selecting OK, operators will be prompted to create a new Contactlist
• Select Yes to create a Contact List
  

• Select Create New Contact List to create a new Contactlist or Select Auto Report Contactlist as required
• Once done, a prompt will appear notifying the operators that the AutoRun Job has been added to the Saved Report