There are two ways to create a "My Report" report.
Create a new report from a grid
Open a grid of Contracts, Organizations, Contacts, Documents, etc.
Sort, filter, group and add or remove columns.
Click the
button above and to the right of the grid.
Select Save As Report, name the report and click
.
The new report is added to My Reports.
To run the report, click
under Tools on the navigation menu, then click the
tab, OR click My Reports on the Reports Action Tile on the homepage.
To output the report, select the output method you prefer: Print Report, Export as PDF, Export to Excel or Send by Email.
NOTE: Reports in the My Reports tab are accessible only to you. Click the How to Share Reports link to learn more and make your personal reports available to other users.
Create a new report by editing a Standard Report
While you cannot modify any of the Standard Reports, you can save an edited copy to My Reports which can then be shared with other users. (See the How to Share Reports link above).
To begin, click
on the navigation menu. Next, select (run) the report you want to edit and make the desired changes.
Finally, click
. In the pop-up, give the report a name and click
.
The report will appear on the My Reports tab.