how do I access a saved report?
STEP 1: Access the Reporting tab.
From the institution’s homepage, click on the Reporting tab. (Figure 1)
STEP 2: Select a saved report.
Click on Load Saved button. (Figure 2)
STEP 3: Select the report to load. (Figure 3)
STEP 4: Click Load button. (Figure 4)
Your report now displays. There are several actions you may take on the report (Figure 5):
Save: Save your report to the location of your choice.
Share: Share with certain roles. (NOTE: You must save first.)
Email: You may email this report to addresses you enter.
Export: You may export your report to several different formats.
Print preview: View how your report will look when printed, and print if you choose.
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