WHAT is a Saved Report?
A Saved Report is a way to save and run Custom and Ad-Hoc Reports at regularly scheduled times.
This can be a useful tool for quality checking data entry methods and getting a snapshot view of clients' information.
Once a Saved Report is created, users designated as Report Recipients will receive a notification in the report tray. Once clicked, a side panel will appear with a "View Report" button. Simply click this button and the report results will be displayed in a new tab.
Saved Reports can be created by Agency Administrators and users with Report Management Role Permissions.
Click here to learn how to add a saved Custom or Ad Hoc Report.