Report Definitions

Report Filter settings can now be saved as a “Definition”. This will store a snapshot of all report filter settings to create, in effect, a ‘canned’ report. Later, saved definitions can be selected to repopulate the filter settings. Reports can then be generated from the canned settings, or further customized.

Definitions can also be launched directly from the top level Report List page.

Report Deliveries

Definitions can then be automatically delivered, on a schedule, to designated Managers. Select the desired Definition and Add New Delivery. Specify the Format and other delivery details.