Saving reports

You can choose to save any Services report. Use this option to identify the reports you generate most frequently and want to be able to locate quickly.

To see the list of reports that you have saved, select Reporting > Account Reports > Saved Reports.

To save a report:

Steps

  1. Under Reporting > Account Reports > Services, select the report you want.
  2. Use the Selection screen to enter your report criteria.
  3. Click Save Report.
  4. Enter a name for the report, and click Save.

    The Saved Reports list is displayed, and the report you entered is now listed.

    As well as accessing the report from this screen, you now have the option to delete the saved report or schedule it for regular delivery.