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This guide has been reviewed against our global client base and classed as relevant to all regions

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1. Build the report and save

2. Save options

  • New Report Name: enter a name to identify the report

  • Share with: default is to share the report with your office, other offices can be added where available

  • - see 2a

  • Only x can edit this report: allows you to protect the report from edits by other users who have access to it

  • Click Save

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2a - other share options

Click Offices to access other share options allowing open, limited or no access to this report

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3. Predefined Reports list

  • Saved reports are displayed in the Predefined Reports list to the right of the screen

  • Hovering over the saved report displays a summary of the report

  • Clicking the entry displays the saved report to the left, ready to run

    Where a figure is shown (top right of a saved report), this indicates the number of results that were generated last time the report was run

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You can save frequently used Power Reports and also add them to your Organiser dashboard - see this guide Adding and removing categories on the Organiser (section 3)

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