Add to My Reports

You can add a copy of a report using the Add to My Reports option from several places including the reports directory, a report's parameters screen, or from a report you have run.

A screen displays where you can define the report parameters you want to use with the saved report when you select the Add to My Reports option. You can also schedule a report to be run at specific times.

  1. Change the report name.
    Note: the name must not be the same as any other report in the My Reports list.
  2. Provide a description.
  3. Define the report parameters.
  4. Decide if you want to schedule the report.
    • Leave the Schedule check box unchecked if you do not want to schedule the report.
    • Click the Schedule check box if you want to schedule this report to be run automatically and emailed to specific people. The Schedule and Delivery options expand. For a full explanation of the scheduling and delivery options, refer to the Schedule a Report topic.
  5. Click Create.