Saved Reports

Custom report templates can be saved and run at any time.  Each time a saved report is run, it returns the latest data from the current Project.  Reports can be saved for personal use and for other Project members.  Access to saved reports is defined by a user's RoleA user type assigned to one or more users to define permissions. Both built-in roles and custom roles can be assigned to users. Examples of built-in roles include Agent, Customer Read/Submit, and Project Administrator..

Instructions on creating and saving report templates can be found in Custom Reports.

Run a Previously Saved Report

1. Select Reports | Saved from the FootPrints Toolbar.
2. To run:
3. a personal report, choose the report you want to run under Personal Reports.
4. a shared report, choose the report you want to run under Shared Reports.

3. Select Run(this is the default).
4.  Click GO.  The report results are displayed in a separate browser window.  If the report template is of Export style, the Save As Windows dialog is displayed instead.

Edit a Previously Saved Report

1. Select Reports | Saved from the FootPrints Toolbar.
2. Select the report to edit under Personal Reportsor Shared Reports.
3. Select Editabove the corresponding drop-down.
4. Click GO. The Custom Report page is displayed, pre-filled with the report criteria and formatting options. 
5.  Make your changes.
6. To save the edited report with the same name as the original, leave the name in the Save this Report As text box as-is.  To save it as a new report, enter a different name.
7. When you are finished, click GO.  The report results are displayed in a separate browser window.  If the report template is of Export style, the Save As Windows dialog is displayed instead.

Delete a Previously Saved Report

1. Click Savedunder the Reportsheading on the FootPrints Toolbar.
2. Select the report to delete under Personal Reportsor Shared Reports.
3. Select Delete above the corresponding drop-down.
4. Click GO.  The saved report template is deleted.
5. Deleting a Shared Report deletes the report for all users.

Note on Permissions

Shared reports are available to run, edit, and delete based on a user's role.  If your role does not allowed access, some of the options described above may not be displayed or otherwise available to you.  Please consult your FootPrints administrator for more information.