Advanced Search/Reports - Advanced Reporting Profiles
If there are Advanced Reports that need to be accessed on a regular basis, they can be saved as profiles for easy future access.
An example of this could be when an individual regularly wants to view upcoming work that has been assigned to them.
Simply set up an advanced report that searches for their name and filters by relevant dates before saving the search as a profile.
Rather than having to set up the search from scratch each time, they are able to easily select their preset profile from the list.
To create and save a new profile, follow the steps below to set up the search criteria for your Advanced Report.
Once finalized, enter a profile name in the in the New Report field and Save.
To open an existing profile, select the appropriate file using the Profile drop-down arrow and click Load.
