Create a "My Report"

"My Reports" is a reports category containing any report and the specific filter/sorting settings applied by an Instructional Materials Management district user. This feature saves time by remembering the filter/sorting settings for often utilized reports.

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

1. Click on Reports.
2. Select the desired report category using the Select Report Category drop-down menu.
3. Click on Filter, located in the desired report's row. This opens the "Reports Filters” page.
4. Filter and/or sort the report with the desired fields.
5. Select Go. This provides a preview of the respective report featuring the applied filters and sorts.
6. Click on Save My Report Criteria. This opens the "My Reports” page.
7. Enter a name for the new "My Reports” in the Report Name field (make it meaningful to you).
8. Click on Save My Report. This opens the "Reports” page with the "My Reports” category grid displayed.