Question
How do I save a selection?
Answer
When the following option is taken, the screen displays a prompt to choose the save option.
Enter a name for the report and specify whether to save Results or Selection Criteria – both can
be selected if required. In the scenario that the data is required for a one-off event or activity, it
may be advisable to only save the results. If, on the other hand, the selection is one that is to
be run regularly by a department, saving the selection criteria allows the search to easily be
refined by changing, for example, a date range within the search criteria on each occasion that
the selection is run.
If both are selected, upon re-opening the saved report, the user will be prompted to choose
whether to view the results or the selection criteria. Finally, a branch or department to save the
search to should be selected – this defaults from the user logon being used, but can be
amended if required. Finally, select “Accept” to store the selection on the system. The system
displays a popup confirming that the report has been successfully saved.