Select Reports for My Reports

You can select one or more standard or custom reports (created in the Report Wizard) to add to the My Reports tab in the reports Dashboard. You may want to add frequently used reports so that you can run them all from the same tab. You can also organize your selected reports into specific categories to help you find them more easily.

You can select only the reports for which you have at least read-only access permission. The types of report you can add to the My Reports tab depend on your access permissions for the different report categories in System Roles (Manage Features > Report Categories).

You can select one or more reports to add to the My Reports tab from within the My Reports tab and from the Report Wizard. You can also add standard reports individually when you open them from the Report Manager.

To select reports to include in the My Reports tab

1. Go to Home > Reports > Dashboard and click My Reports. The My Reports tab lists any reports that have already been added.
2. Click Select reports. The standard reports are listed by category, followed by any custom reports to which you have at least read-only access.
3. Select the check boxes of the reports you want to add to the My Reports tab and then click Add. The reports are added to the My Reports tab under their original categories.
4. To move one or more reports to another category:
   1. Select the check boxes of the reports to move.
   2. In the Change grouping category of selected reports text box, enter the name of the category you want to move the selected reports to. This can be an existing category or you can create a new one.
   3. Click Update. The selected reports are moved to the specified category.
5. To remove a report from the My Reports tab, select its check box and click Delete.

Additional Information

About the Reports Dashboard

About Standard Reports

About Custom Reports