This guide helps you create and save a report for a specific training item within Reporting. Saving reports makes it easier for you to return to the same data quickly, especially when you frequently review items such as AML training.
How to create and save a report
To save a report, first navigate to Reporting and open the section you want to view. Once the report is displayed, select Save.
Once confirmed, the report will appear under Saved reports, allowing you to return to it more quickly.
Managing saved reports
You can remove items from your Saved reports at any time.
Open your Saved reports list.
Select the saved report you want to delete.
Choose the delete icon to remove it.
Tips and troubleshooting
Make sure your filters are correct before saving so your report always loads the view you expect.
If your saved report isn’t appearing, try refreshing the Dashboard or checking whether you are in the correct area of your portal.
Limitations
Saved reports reflect the filters selected at the moment you save them. If you change filters later on, you need to save a new report to keep the updated view.
Conclusion
You now know how to create, save, and manage reports in your Dashboard, helping you navigate training data more efficiently. If you need further help, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].