You can view, edit, or delete an executive report that you've customized and saved, when required.

Viewing Saved Executive Reports

To view the saved executive reports:

1. Go to Analytics > Report Management.
2. On the Report Management page, click the Saved Reports tab.

   A list of saved executive reports is displayed.

3. Search for a specific executive report.
4. Select the required columns that must be shown in the table. To learn more, see Using Tables.

   

Editing an Executive Report

To edit an executive report:

1. Go to Analytics > Report Management.
2. On the Report Management page, click the Saved Reports tab.

   A list of saved executive reports is displayed.

3. In the Saved Reports table, click the report name that you want to edit.

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   The customized report is displayed.

4. Click Customize View and select or deselect the required parameters.
5. Click the Save icon to view the following options:

• Save as New Report: Click to save the edited report as another customized report.

  1. In the Save New Report window, enter a name for this report.

  2. Click Save.

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• Save Changes: Click to save the report.

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A confirmation message appears indicating that the report was updated successfully.

Deleting an Executive Report

To delete an executive report:

1. Go to Analytics > Report Management.
2. On the Report Management page, click the Saved Reports tab.

   A list of saved executive reports is displayed.

3. Click the Delete icon for the executive report that you want to delete.
4. A confirmation message appears. Click Confirm.

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   The executive report is deleted.