Create a "My Report"

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Quick Nav: District View > Reports > 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. Click on scroll.png Reports.
  2. Select the desired report category using the Select Report Category drop-down menu.
  3. Click on filter.png 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.png Go. This provides a preview of the respective report featuring the applied filters and sorts.
  6. Click on floppy.png 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 floppy.png Save My Report. This opens the "Reports” page with the "My Reports” category grid displayed.
Note: This does not save the specific data pulled from the database. It only saves the filters and/or sort settings applied when the report was saved.