To edit a saved report view:
- Click the “Reports” tab
- Click the “Saved Report Views" subtab.
- Apply a report filter, if neccessary.
- Find the name of the report view and click its corresponding “Edit” link.
- Specify the report parameters that you want to save with the report view:
- “Report view name”: Specify a name that is different from previously saved report views unless you want to replace an existing report view with the one that you are currently saving.
- “Make default”: Select whether or not you want the report view to be the default view for its report type.
- “Schedule saved report configuration”: Select whether or not you want reports based on this configuration to run automatically.
- Send an email with the report attached: If you are receiving a scheduled report via email, select the frequency for sending the report.
- Attach report as: If you are receiving a scheduled report via email, select the file format for the report. The file format should be based on the application with which you will view the reports.
- Date range for report data: If you are receiving a scheduled report via email, select the time period on which to base the generated report.
- Click “Edit”.
To delete a saved report view:
- Click the “Reports” tab
- Click the “Saved Report Views" subtab.
- To delete a report view, find the name of the report view and click its corresponding “Delete” link.
- Click "Delete" to confirm.