How do I save a report so I can run it again later?

In order to save a report for later use, you will need to define the report criteria and save it in a report template.

To save a report template:

  1. Click Reports in the project navigation bar. The List Reports page displays a list of existing report templates.
  2. From the drop-down menu, choose a type of report template, then click New. The Task or Tracker Report Criteria page is displayed. Available report types are:
    • Task Report - Reports on the numbers of tasks assigned to each user.
    • Tracker Report- Reports on the numbers of artifacts submitted to selected project trackers.
  3. Select your desired report criteria. The fields on the Report Criteria page differ for each report type. Click Generate Report.

The report results are displayed and the template is saved.

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