Reporting: Save Raw Data Reports

Raw data reports at the organization and enterprise level can be saved by an administrator for use when they are logged on to their administrative profile. When a report is saved, the saved column selections and report format options are retained for future downloads.

Once you have made your column selections and report options (and entered search criteria, if applicable to the report), you can save your raw data report.

1. Click the [Save Report] button
2. Enter a name for the saved raw data report
3. Optionally, enter a description for the report
4. Click the [Save] button

Saving a report saves the column selection and settings associated with the report. It does not save the search or results of the search performed. When you use a saved report, it will generate the report with the saved column selections and settings, and the applicable records based on the results of the search performed at that time.

You can load and run a saved raw data report.

1. Go to: Reports >> Raw Data Reports and select the desired report to load.
2. Click the [Load Report] button.
3. The column selections and report options for that report are then loaded.

When you have saved at least one raw data report, you’ll have several options to manage them.

1. Go to: Reports >> Raw Data Reports
2. Click the [Manage Saved Reports] button. You’ll see the options to:
   • Edit: edit the column selections and report options associated with the saved report
   • Load: load the selected saved report
   • Download Now: download the results of the saved report that has been run
   • Delete: delete the saved report

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