Create and manage report configurations

If you find you generate the same report on a routine basis, consider saving the report's settings as a report configuration. Doing so allows you to quickly generate the same report without having to configure the report's settings each time.

Create a report configuration

To create a report configuration, follow these steps:

Go to Reporting > Saved Configurations.
Select + Create Configuration.
The Create Configuration page opens.
Select a Report Type.
Enter a Report Name.
Report configuration names must be unique, are limited to 240 characters, and can include special characters.
(Optional) Select Append date to report name to add a date suffix to the report name each time you run the report configuration.
Select an application or project using the Scope dropdown menu.
(Optional) Adjust the report configuration's remaining options, as required.
Select Save > Save.

Tip: You can run the report configuration when you save your changes (Save > Save and Run) or run the report (using the options on screen) without saving a report configuration (Save > Run).

Create a report configuration using a completed report

After you run a report, you can save the completed report's configuration as a report configuration. To create a report configuration based on a completed report, follow these steps:

Go to Reporting > Latest Reports.
Click the options icon at the end of a completed report's row and select Save Configuration.

Run a report configuration

To create a report using a report configuration, follow these steps:

Go to Reporting > Saved Configurations.
Click the options icon at the end of the report configuration's row and select Run.
The Latest Reports tab opens.

Duplicate a report configuration

To duplicate a report configuration, follow these steps:

Go to Reporting > Saved Configurations.
Click the options icon at the end of the report configuration's row and select Duplicate.
The Duplicate Configuration page opens.
(Optional) Adjust the report configuration's Report Type, Report Name, Scope, or other options.
Select Save > Save.

Tip: You can run the report configuration when you save your changes (Save > Save and Run) or run the report configuration and discard your changes (Save > Run).

Edit a report configuration

To edit a report configuration, follow these steps:

Go to Reporting > Saved Configurations.
Select the report configuration you wish to modify.
Adjust the report configuration's Report Type, Report Name, Scope, or other options.
Select Save > Save.

Tip: You can run the report configuration when you save your changes (Save > Save and Run) or run the report configuration and discard your changes (Save > Run).

Delete a report configuration

To delete a report configuration, follow these steps:

Go to Reporting > Saved Configurations.
Click the options icon at the end of the report configuration's row and select Delete.
A confirmation appears.
Select DELETE.

Note: If you delete a report configuration while it's being used to create a report, the report may fail.