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EMS Software, LLC

Working with Saved Reports

A saved report is a report for which the filter settings have been saved so that you do not have to adjust the filter settings every time you run the report. You can create a saved report from a new saved report, or you can copy an existing saved report, and edit the filter settings as needed to create a new saved report. If you are the owner of a saved report, you can also edit the name of an existing saved report and you can delete a saved report. To learn more about creating Automated Reports from Saved Reports with EMS, see Creating Automated Reports.

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Although this topic is written from the perspective of reports, it is also applicable for working with saved confirmations and invoices.

To create a saved report from a new saved report

1. On the EMS menu bar, click Reports to open the Reports menu, and then click the option for the report that you are saving. For example, to save the Event Schedule report, click Reports > Daily > Event Schedule to open the Event Schedule dialog box.

2. On the <Report> dialog box, click Options in the toolbar, and then select the Date/Time filter by which to generate the report.

3. Specify the report parameters, options, and format.

4. On the <Report> dialog box, click Save. The Save Report Setup dialog box opens.

5. In the Description field, enter a name or description for the report.

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The description can be a maximum of 50 characters, including spaces.

6. If you are an administrative user, and the report is to be available to all users, then select Public (Available to All Users); otherwise, if the report is to be available only to you (the owner), then leave this option blank.

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If you are not an administrative user, then only your EMS administrator can make your saved reports available to all users. Contact your EMS administrator for assistance.

7. Click OK. The save Report Setup dialog box closes. You return to the <Report> dialog box. The saved report is now an option on the Setup dropdown list.

To create a saved report by copying

1. On the EMS menu bar, click Reports to open the Reports menu, and then click the option for the report that you are saving. For example, to save the Event Schedule report, click Reports > Daily > Event Schedule to open the Event Schedule dialog box.

2. On the Setup dropdown list, select the saved report from which you are copying the filter settings, and then click Copy. The save Report Setup dialog box opens. By default, the Description field indicates that you are naming a copy of a saved report.

3. In the Description field, enter a name or description for the new saved report.

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The description can be a maximum of 50 characters, including spaces.

4. If you are an administrative user, and the report is to be available to all users, then select Public (Available to All Users); otherwise, if the report is to be available only to you (the owner), then leave this option blank.

emsum_Reports_small_reminder.png

If you are not an administrative user, then only your EMS administrator can make your saved reports available to all users. Contact your EMS administrator for assistance.

5. Click OK. The save Report Setup dialog box closes. You return to the <Report> dialog box. The filter settings are populated with the settings for the saved report.

6. Click Edit, and then edit the filter settings for the report as needed. 

7. Click Save. The saved report is now an option on the Setup dropdown list.

To edit or delete a saved report

1. On the EMS menu bar, click Reports to open the Reports menu, and then click the option for the saved report that you are editing. For example, to edit a saved Event Schedule report, click Reports > Daily > Event Schedule to open the Event Schedule dialog box.

2. On the <Report> Setup dialog box, click Setups. The saved Report Setups dialog box opens. This dialog box lists all the saved report setups for which you are the owner, and therefore can edit the name and/or delete the report.

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Administrative users can edit and delete all saved reports in the system, and can make reports available to all users. See Managing Saved Reports in the {{product}} Setup Guide.

 

3. Select a saved report setup, and then do one of the following:

• To edit the name of the report, click Edit to open the save Report Name dialog box, and edit the name of the report in the Description field.

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The description can be a maximum of 50 characters, including spaces.

• To delete the report, click Delete, and then click Yes to confirm..