To view a previously saved report use the Show Saved Reports button.

A pop up will appear on the page select the report to open and click Submit to obtain the data. 

Reports are saved by category depending on which share option you choose when saving. 

  • Saved reports - Reports saved in either 3 of the share category's will display here.
  • Shared Reports - Reports saved as Everybody / My Role will display here. 



Description - Name given to the Report at the time of saving.

Share Type - This is shows what was chosen at the time of saving the Report.

Created - This indicates the date the Report was saved.

Modified - Shows the date of when any changes have been made to the saved file.

Type of Report - This indicates what type of report was saved i.e Sales, Customer.


 Edit - You can edit the Report name and share type.

Delete - This will delete the report, you will see a confirmation message Yes to delete, No to cancel.