My Reports

My Reports is the main page that displays when you go to Reports. It's split into two sections: Saved Reports and Recent Reports. Saved Reports lists all of the user’s existing report writer reports, and any Company Reports that the user has added to their saved reports.

 

Recent Reports displays all of the reports that have been run within the last 24 hours. It displays an indicator (the green dot) when an available report hasn’t yet been viewed. Reports only appear in the Recent Reports section for 24 hours.

 

When you choose to run a report from the Saved Reports list, it appears on the Recent Reports section as in-progress. If you do nothing, the report displays or downloads automatically once complete. If you navigate away from the page, the report will be available in the report pickup area for 24 hours.

 

Users can download Recent Reports by clicking on the download icon. If there is a issue with the report a yellow warning triangle appears instead of a download icon. And if the report failed entirely you see a red x.

 

On this page you can:

• Add a Report Writer Report
• Run a Saved Report
• Edit a Saved Report
• Download a Recent Report
• Delete a Saved Report

 

 

When you add a Company Report to Saved Reports, you see a Rename button and a Clone button instead of an Edit button. When you save a company report on the My reports page, it’s going to retain the report run options (including any advanced options) previously configured.

 

The Rename button allows you to rename your report and edit the number of the report.

 

The Clone button lets you create a copy of the report. You see Copy # next to reports that have been cloned. The ability to clone company reports is similar to the report scratchpad functionality on M3.