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How to run the Report Wizard
- Navigate to the Reports > Legacy DataGrid.
- Right click on the Report that you would like to run and select View. You will be taken the to first stage of the Report's Wizard.
- This page will display a short description of what the Report will show you once you have completed the Wizard:
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- Complete the required fields on the first stage of the Wizard.
- Move onto the next page by clicking Next:
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- Continue through the stages of the Report's Wizard until you reach the final Report page:
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Image Added - Once you are happy with your Report, select Save.
- If you find yourself frequently using the same filter options within your legacy Report, click on the 'Save' button on the final stage of the Report to save your settings
. - The next time you run this Report you will be able to 'Load' them on the first stage.
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How to export a Report
- To export a Report, first run through the Report Wizard so that you have your final results displayed on the page.
- Click on Export.
- Then select the format that you would like your Report to be in:
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Image Added - Click Export to download your Report.
How to view and edit Report permissions
- Navigate to the Reports > Legacy DataGrid.
- Right click on the Report that you would like view/amend the permissions of and select either:
Edit Permissions
or
View Permissions - Once you have opened the Permissions Page, you can select Account Groups, Accounts, Roles, Job Roles, and Users to include for access to the Report.
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Image Added - Click Save to apply your changes.
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