Custom report templates can be saved and run at any time.
Each time a saved report is run, it returns the latest data from the current
Workspace. Reports
can be saved for personal use and for other Workspace members. Access
to saved reports is defined by a user's RoleA user type assigned to one or more users to define permissions. Both built-in roles and custom roles can be assigned to users. Examples of built-in roles include Agent, Customer Read/Submit, and Workspace Administrator..
Instructions on creating and saving report templates
can be found in Custom Reports.
Shared Reports
Report templates can be shared with other FootPrints
users:
Shared/Internal
Reports appear on the Saved
Reports page for Agents in the Workspace who have access to Shared
Reports. An
Agent whose role restricts him or her to seeing only his own Issues or
his Team's Issues only sees those Issues that match the criteria of the
report and that he is allowed to see.
Shared/Public
Reports are also available to customers, but such reports only
contain data the customer is allowed to see (either his or her own Issues
or those of the Organizational Unit).
Instructions on creating and saving report templates
can be found in Custom Reports. Each
time a saved report template is run, it returns the latest matching data.
Run a Saved or Shared Report
Select Reports
| My Reports from the FootPrints Toolbar.
Select the report you want to run from the Personal Reports, Shared Reports, or Metric Reports drop-down.
Select Run (this is the default).
Click
GO. The report results are displayed in
a separate browser window. If the report template is of Export
style, the Save
As Windows dialog is displayed instead.
Edit a Saved or Shared Report
Select Reports
| My Reports from the FootPrints Toolbar.
Select the report you want to edit from the Personal Reports or Shared Reports drop-down.
Select Edit above the corresponding drop-down.
Click GO. The
Custom
Report page is displayed, pre-filled with the report criteria and
formatting options.
Make
your changes.
To save the edited
report with the same name as the original, leave the name in the Save
this Report As text box as-is. To save it as a new report,
enter a different name.
When you are finished,
click GO. The report results are displayed
in a separate browser window. If the report template is of Export
style, the Save
As Windows dialog is displayed instead.
Delete a Saved or Shared Report
Select Reports
| My Reports from the FootPrints Toolbar.
Select the report you want to delete from the Personal Reports, Shared Reports, or Metric Reports drop-down.
Select Delete
above the corresponding drop-down.
Click GO. The
saved report template is deleted.
Deleting a Shared
Report deletes the report for all users.
Note on Permissions
Shared reports are available to run, edit, and delete based
on a user's role. If
your role does not allow access, some of the options described above
may not be displayed or otherwise available to you. Contact your FootPrints administrator
for more information.
.