Saving a Report Configuration

In this article:

• Saving Configurations
• Deleting Configurations

You can specify pre-set filters for your most commonly used reports. These configurations are managed on the report settings page. 

Existing custom configurations are listed in the Shared Configurations panel. You can select one of these to have the filters applied to the current report, or you can click Save current configuration to create a new filter set. 

Saving Configurations

You can save report configurations. When you do, you can choose whether they will be available to just you, admins, or all users. You can also choose which configurations can be viewed and edited when the filter is applied. 

To do this:

1. In Actionstep, go to Reports > [choose the report type]. The Reports page appears.
2. Click the name of the report you want to generate. That report's settings page appears.
3. Using the filters on the page, configure the data you want to be included in the report. 
4. In the Shared Configurations panel, click Save current configuration. Additional options appear. 
5. Enter a name in the Configuration name field. 
6. In the Visibility list, select who the saved configuration will be available to. For example, if you are an admin and you want other admins to have access, select Administrator. If you want to keep the configuration private, select Private. 
7. Optionally, if you select Admin or another user type, select which filters you want to hide in the Hide filter(s) list. (Hiding filters will generate the report using the custom configuration, but showing them will allow users to change details, like the date range.)
8. Optionally, if you select Admin or another user type, select which filters you want to make read-only in the Read-only filter(s) list. (Marking filters as read-only means users can see what filters are being applied to the report but they cannot change them.)

If you no longer want to use or have access to a pre-set filter, you can delete it. 

To do this:

1. In Actionstep, go to Reports > [choose the report type]. The Reports page appears.
2. Click the name of the report you want to generate. That report's settings page appears.
3. In the Shared Configurations panel, click the delete icon next to the configuration you want to delete. The configuration is removed.