Introduction
This article explains the benefits of using the Save Report feature for the Item Attachment Report, including how to save filters, share reports, and access dynamic date ranges. It also outlines the process for saving and managing reports in the SchoolCash Catalog.
Why Use the Save Report Option?
The Item Attachment Report is one of the most frequently used reports in the SchoolCash Catalog. Users often need to select multiple filters, including specific date ranges, to generate the report. Saving your filters allows you to:
- Save time by reusing the same filters for regularly run reports.
- Ensure consistency across multiple users who access the same report settings.
Each school can save up to 10 reports, which are shared among all users with access to Saved Reports.
New Features for Item Attachment Reports
- Support for dynamic date ranges, including:
- Last 7 days
- Last 14 days
- Current month
- Previous month
- Saved filters for all available options in the report.
- Shared access to Saved Reports among school users.
- A cap of 10 saved reports per school.
How to Save a Report
- Select filters, date range, and sort preferences for your report.
- Click the Save Report button.
- Enter a unique name for the report. If the name is not unique, you will receive an error message prompting you to enter a new name.
Once saved, you will be redirected to the Saved Reports page, where the report name, type, and filters are visible.
How to Manage Saved Reports
On the Saved Reports page, you can:
- Open a report to view its filters and settings.
- Edit the report name.
- Delete a report by selecting the delete option and confirming your selection.
When you select a saved report, all the filters and settings will load automatically.