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When you find that you are regularly using the "Create a New Report" option to create an Export Raw Data report on the Reports utility to create the same report over and over, you may want to consider saving the report and your selected criteria to make running it in the future simpler and faster.
Although these reports cannot be shared with other users and can only be run by you, saving the export data report you create will allow you to run these reports more efficiently. Continue reading to learn how to save your export data report.
To begin saving your report in your Faculty Success instance, follow these steps:
- Within Faculty Success, select the Reports utility from your navigation bar.
- Select the "Create a New Report" button from the report's utility page, and a pop-up window will then appear, from which you will select "Export Data" to create a new Export Raw Data report.
- Enter your desired report criteria that you would like to run the report by and click the "Save" button at the top of the page.
- After clicking the "Save" button, a pop-up window will appear in which you can name your report and save it by clicking the "Save" button within the pop-up window.
All saved reports must have a unique name. If you attempt to save a report with a name that is already in use by a custom report or of an existing saved report, the message "Name is a duplicate of an existing report name" will appear to notify you that the name cannot be used because it is already in use by another report thus a unique name must be provided to save the report.
Note: Report names do not have to be unique across users, but they cannot be shared with any custom report, even if it is a custom report to which the user does not have access. Once the report has been saved, the report's name cannot be changed.
How to Locate Saved Reports
All of the reports you have access to, including saved reports, are displayed on the Report utility page. The report's name can be used to search for the saved report from this page. The value "Me" will also appear in the "Created By" column of the page for reports that you have created, making it simple to identify and view your reports.
How to Edit Saved Reports
To edit the criteria of your saved report, select the report from the list of reports you have access to in the Report utility page, and make the desired changes to any of the report's parameters. After you've made your changes, click the Save button to save them.