Create a "My Report"

The “My Reports” category in Instructional Materials Management allows users to save frequently used reports along with their selected filter and sort settings. This feature helps streamline reporting workflows by enabling quick access to commonly used report configurations without needing to reapply filters each time.

Create a "My Report"

1. Navigation:
2. District View
3. Reports
4. Create a "My Report"

Follow these steps to save a report with custom filter and sort settings:

1. Click Reports.
2. Select a report category using the Select Report Category dropdown.
3. Click Filter for the desired report to open the “Reports Filters” screen.
4. Apply the desired filters and/or sorting options.
5. Click Go to preview the report with the selected settings.
6. Click Save My Report Criteria.
7. Enter a descriptive name in the Report Name field.
8. Click Save My Report. The report is saved in the “My Reports” category.