Product IdeaBank

Ability to Save Selection Changes on Saved Report

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andrew steier
  • updated
  • Completed

As titled, It would be a nice addition to be able to change selections made in the Selector to an existent Saved Report, rather than having to create a new one if, for example, you want to add another callout class to a Resource Availability Report.

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Kayla Fathbruckner
  • Under review
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Kayla Fathbruckner
  • Completed

Hi Andrew. You can update the filter criteria of a saved report by following the steps below:

Steps:

  1. Go to Reports > Saved.
  2. Click the “selector” link for the report that needs updated. The report selector will load.
  3. Make the necessary changes to the filter criteria.
  4. Click the Save Report button
  5. Click the “overwrite” link for the report you are updating.

  6. Click the Save button.