Saved Reports allow you to quickly return to reports you use regularly without having to recreate the same filters each time. This is especially useful when you frequently review training data, such as AML training, completion rates, or overdue learner activity.
Access a Saved Report
Navigate to Reporting.
Open Reports.
Select the saved or pre-defined report you'd like to view. The report will either be displayed on screen or downloaded automatically.
Create and Save a Report
Navigate to Reporting.
Open the report you want to view.
Select Save.
Enter a name for the report and confirm your selection.
The report will now appear in Saved reports and can be accessed at any time.
Deleted Saved Reports
You can remove reports from your Saved reports list when they are no longer needed.
Open Reports.
Select the report you want to remove.
Choose the delete icon.
Confirm the deletion when prompted.
Tips and Troubleshooting
Use clear and descriptive names when saving reports so they are easy to identify later.
If a saved report is not appearing, refresh the Reporting page and check that you are viewing the correct area of your portal.
Conclusion
If you need further assistance, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].