Saved reports

A saved report is a custom report you built in the report builder and kept, so you can run it again, export it or show it on your dashboard. It runs against your live data every time you open it.

Save a report#

You need Reports: Create to save a new report.

1. Select Save report

   In the report builder, when the preview shows what you want, select Save report.

2. Name and describe it

   Enter a Report name (up to 120 characters). Description starts with the one-sentence summary of the report; change it if you like.

3. Choose a category

   Choose the Category it belongs to, such as Sales & Revenue or Jobs & Work.

4. Make it available to the dashboard, if you want

   Tick Add to the dashboard as a widget and choose a Widget size. See Show a saved report on your dashboard.

5. Save

   Select Save report. The saved report opens.

Find your saved reports#

Select Saved Reports in the Reports menu. The list shows each report's name, its source, how it was built, when it was last saved, and whether it's available to the dashboard (Pinned or Not pinned). Use the search box to find one, and select a column heading to sort.

While you're on the Saved Reports page, the Reports menu also lists your first five saved reports for quick access.

Run and export a saved report#

Select a report in the list, or Run beside it. The saved report page shows:

• the report's name and description, its category and source;
• the result as a table, or as bars when the report is summarised and set to a chart;
• What this report asks for: the report's plan in plain words;
• Before you act on this: notes on anything that affects how to read the result.

To download it, select Export CSV or Export PDF. The export holds the result as it is now.

Edit a saved report#

You need Reports: Edit.

1. Open the report

   Open it from Saved Reports.

2. Select Edit in studio

   The report opens in the report builder.

3. Make your changes and save

   Change what you need, then select Save report. The save window keeps the report's name, description, category and dashboard settings; change them if you need to. Saving updates the same report.

Delete a saved report#

You need Reports: Delete. On the Saved Reports page, select Delete beside the report and confirm. The report is deleted for everyone. If it was on a dashboard, remove its widget with Edit dashboard.

Show a saved report on your dashboard#

A saved report can sit on your dashboard as a widget.

1. Make it available

   When you save the report, tick Add to the dashboard as a widget and choose a Widget size: 4×2 for one headline figure, 4×3 for a chart and total, or 8×3 for the full result table. The list shows the report as Pinned.

2. Edit your dashboard

   Open the dashboard and select Edit dashboard, then Add widget.

3. Choose the report

   Open the Custom Reports tab and select the report.

4. Save the layout

   Select Save layout.

The widget starts at the size you chose and draws the report the way you set it in Visualise in the builder. Ticking the box makes the report available to everyone's dashboard; each person adds it to their own. For more on arranging widgets, see Dashboard.

Rebuild a report from the old report builder#

Reports saved in Systemise's earlier report builder show Needs rebuilding in the Built with column. They can't run until they're rebuilt.

1. Open it

   Select the report, or Rebuild beside it. It opens in the report builder with its name and source carried over.

2. Pick what to show

   Choose the columns, filters and any summary you want. The builder starts with the source's first five fields.

3. Save it

   Select Save report. The rebuilt report replaces the old one.

Troubleshooting#