How can I save my report filters to run the report again?

Document created by 850073 Support on Mar 10, 2014Last modified by 850073 Support on Jan 24, 2017
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Article Summary

Yes, you can now save your report filter options to run the same report again.

Article Detail

 

The Saved Reports feature in the Relias LMS provides administrators and supervisors a quick way to run the same report again and again.  This is helpful in cases where the administrator or supervisor wants to continually monitor training situations that change daily, such as completion and compliance percentages and overdue training assignments.

  1. Click the REPORTS tab
  2. Select the report you want to run
  3. After you enter your parameters, select the ADD TO MY SAVED REPORTS button (shown below)
User-added image

 

After clicking the ADD TO MY SAVED REPORTS button, you'll be prompted to enter a name for the report.

save report.png

Once you've saved the report, you can access the saved report from the Reports tab.  You can run the report again by clicking the name of the saved report.  You can edit the saved report by clicking the blue pencil icon.  Finally, you can schedule the report to be emailed to supervisors by clicking the envelope icon.

save report2.png

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