You can run a report and adjust the results to the layout you prefer (such as adding and removing columns and applying sorts and filters) — and save those customizations so that you can quickly use them again when running the report in the future.


Then, you can open the saved report and set and preserve report parameters for later use.


The saved report layout and parameters will appear on the Saved Reports tab of the Reports screen (if you have the group selected in the Group Chooser to which you saved the report).


This two-part process is covered in the following two sections.

Caution: Be aware that anyone who can access the group to which you save your custom report will be able to both view and run it. The report can only be accessed from that group — not from a parent group or subgroup.

Saving Your Results Layout


To save a customized layout, including which columns are displayed, how they are sorted, and what filters are applied, follow these steps:


  1. In the Group Chooser, select the group in which you'd like to save your custom report. (See Choosing a Group to View Globally for details on how to change your specified group.)
    Note: Saved reports are listed on the Saved Reports tab only for the group chosen while they were added.
  2. Run the report whose modified layout you want to save, as shown in Running a Report.

    Caution: Before you begin to run the report, make sure that you have the parameters you need to set planned out (the groups, assets, operators, and so on) and dedicated time to complete the procedure. The Reports screen times out after 30 minutes of inactivity, so if you stop in the middle of the task and try to return to it, you'll have to start over.

     
  3. Customize the results on the right to your preferences, including adding and hiding columns, rearranging them, and applying sorts and filters (as shown in Running a Report).
     
  4. Save the report layout, as follows:
     
    1. At the top left of the report results, click .
        
    2. Click Save As.
       
      The Save As dialog box will appear.
        
    3. Expand on the name by typing after the default text (which will be the report name) in the Name field, perhaps by adding a hyphen and an identifier for your layout.
       
    4. Optionally, you can add an explanation of the customizations you've made in the Description field.
       
    5. Leave the automatically selected folder as the one in which to save the report.
       
    6. Click Save.
       
      A Report Saved success message will appear at the top of the screen.


Saving Your Report Parameters


  1. Open the report with the modified layout, as follows:
     
    1. Select the group in which the report is saved in the Group Chooser (see Choosing a Group to View Globally).
       
    2. In the sidebar menu on the left of the screen, click .
      Note: Alternatively, you can select Add Report at the top left of the screen, if you've just completed the steps in the preceding section, "Saving Your Results Layout."
      The Reports screen will appear and display the reports saved for your chosen group.
        
    3. Click the tile of the report layout to which you want to add saved parameters.
       
      The report's Options panel will appear.
       
       
  2. Select all the parameters you want to use to run the report (that you would like to reuse going forward), such as the group, asset type, asset category, specific assets, operators, unit of measurement, and reporting interval.
     
  3. At the bottom of the Options panel, click Save.
     
    The Save Values dialog box will appear.
      
  4. Select the "Options" text and replace it with a name that will quickly identify the parameters you chose, such as "Construction - Today."
     
  5. Click Save.
     
    An Option Saved success message will appear at the top of the screen.

    At the top of the Options panel, you will see a new drop-down list that includes the name you gave your saved parameters.
       
  6. You can save other options sets by repeating steps 2 through 5, choosing a different selection name in step 4.
     
  7. You can run the report with one of your parameter settings now by selecting its name from the drop-drop list and then clicking Apply.
    Note: To run the report with your customized layout and a saved options set in the future, follow the steps in Running a Report with a Customized Layout and Saved Parameters.
     
    Again, remember that anyone who can access the group in which you saved the report can open and run it.