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| Task1 | How to save a report's definition |
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| Task2 | Accessing a saved report |
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| Task3 | Running a saved report |
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| Task4 | Deleting a saved report |
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<a id="How to save a report's definition"></a> |
How to save a report's definition
To save the definition of a complex report that you might may need to re-run at a later time, configure its parameters and click on the Save button at the top-centre of the screen, as shown below:
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| Border | false |
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| URL | /download/attachments/1540141/savingsave_report_1.png |
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A new window will appear, allowing you to name the report's definition you want to save.
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| URL | /download/attachments/1540141/save_report_2.png |
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Accessing a saved report
To access a saved report that was previously saved in the system, click on the the My reports button at the top-centre of the screeenscreen, as shown below:
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<p>When running a report, particularly a complex one with numerous filters and options which you think that you may want to run again, you have the option of saving the report. To do this, simply select <span class="button">Save</span> as shown below from the top centre of the screen.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/save_report_1.png" alt="Save report" />
<p>You will then be asked if you would like to give the report a name. You can do this by typing the name in the field as shown below.</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/save_report_2.png" alt="Save report" /> |
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NOTE: The reports that you save will ONLY be available in your reports and can not be accessed by other web users. |
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<h4>Accessing saved report</h4>
<p>To access any saved reports, simply click on the <span class="button">My reports</span> button in the centre of the screen as shown below.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/my_reports_1.png" alt="My reports" />
<h4>Running a saved report</h4>
<p>Your report list will be displayed as shown below. To run a report simply select the report from your report list, and press <span class="button">Load</span>.</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/my_reports_2.png" alt="My reports" />
<p>When your report screen appears, just press the <span class="button">Run now</span> button at the top right hand side of the screen.</p>
<h4>Deleting a saved report</h4>
<p>First open your saved reports by clicking on the <span class="button">My reports</span> button. To delete a report simply select the report from your report list, and press the <span class="button">Delete</span> button.</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/my_reports_3.png" alt="My reports" />
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| URL | /download/attachments/1540141/save_report_3.png |
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A new window will open, displaying a list with all the reports previously saved in the system. To run or edit the properties of a report, select it from the list and click the Load button, as shown below:
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| URL | /download/attachments/1540141/save_report_4.png |
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To delete a saved report, select it from the list and click on the Delete button, as shown below:
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| Border | false |
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| URL | /download/attachments/1540141/save_report_delete.png |
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