Using the My Reports toolbar button
With the My Reports toolbar button, you can save the sequence that generates a report based on a search. Each named report in the My Reports list is unique per server, per form, and per user. The My Reports feature is helpful if you frequently generate reports based on the same search, but do not want to create a report definition.
Saving a report to the My Reports toolbar menu
- Run a search on a form.
See Running and saving searches. - Run a report based on the search results. See Reporting based on a search.
- Close the report.
- In the browser window containing the search results, select My Reports > Save.
- Enter a name for the report, and click OK.
Running a saved report from the My Reports toolbar menu
- Open the form associated with the report that you saved.
- Select My Reports > Run > reportName.
Managing reports from the My Reports toolbar menu
- Open the form associated with the report that you saved.
- Select My Reports > Manage.
The saved reports appear in a dialog box. - Delete, disable, or enable reports as needed.
- Click Save.
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