Saved Reports

To make it easier for you to quickly look at your favorite Martus reports, you can create and name Saved Reports. Saved Reports are a combination of report filters and format selections for a specific report layout. There are two kinds of Saved Reports:

• Shared reports are available to all users. Shared reports can only be created or deleted by Admin users.
• User-specific reports are only available to the user who created the report.

Managing Saved Reports

The Saved Reports dropdown shows your user-specific reports and any shared reports. Shared reports show "(Shared)" after the report's name. Click any item in the dropdown to select that report. The report layout, filters, and format selections are applied immediately.

Just as with any report where you manually select various filters and formats, the default ending date and number of periods used when you display a Saved Report will always be the current Last Closed Month. You can change the ending date and the number of periods, then click Load, to see that information as of a specific month.

To add a new Saved Report, pick the report format and filters and click Load to display the report you’d like to save, then use the + icon.

Enter a name for this new Saved Report. Admin users can choose to make the report Shared.

Shared Reports can be deleted and renamed. Just select the report, then click the Rename or trash can icon.

Additional Information about Saved Reports

• Saved Report names must be unique.
• For a user with multiple profiles, any user-specific reports are also specific to the profile in which they were created.
• A non-admin user's permissions and dimension limitations always are applied, even if a shared report is filtered to dimension values or other information that is not accessible to that user. For example, if a shared report specifies Department 200, a user who does not have access to that dimension value will not see Department 200 if they select that report.
• A Saved Report cannot be changed from shared to user-specific or vice versa.
• The combination of filters and layouts that are defined by a Saved Report cannot be changed. Simply create a new Saved Report if you'd like a different report with different data or format.