Video - InEight Document Enhanced - Saving and Customizing Reports

TRANSCRIPT

Welcome to InEight Document.

This video demonstrates how to save reports and create customized reports.

First, select a report group.

Next, select the report type.

Then choose the report criteria.

Click save to save this report.

You can reload it when required by clicking here.

Selecting the search and clicking load conditions.

You can also edit or delete, save searches from this screen.

To create customized reports as an administrator, select the report to customize, then click customize report.

Name the report, and using these arrows, select the fields to appear, and how or if you want the data grouped.

Then click save.

Located your customized report and enter any relevant search criteria.

Then click search once complete.

Well, that's how to save reports and create customized reports.

Thanks for watching.