ATIPXpress gives you the ability to save report criteria for easy access later on, to streamline the process and provide consistent report data. Saved report criteria is user-specific, so any saved criteria is linked to your specific account. You will also have the ability to share saved criteria with others in your organization.
Save Report Criteria
When running a report, you will note the option to Save Report Criteria among the selections. After clicking Save Report Criteria, the following screen appears:
Enter a name for the criteria in the Report Criteria field, then click Save to save the selections.
NOTE: If the entered name already exists, the previously saved criteria will be replaced with the new version.
The criteria will now be available when running reports in the future.
Load Report Criteria
When running any report, you will first be prompted to load existing report criteria, as shown in the sample below:
Select the criteria you'd like to load from the Select Saved Report Criteria dropdown menu and click Generate to generate the report, or Next to modify the saved criteria.
Delete Report Criteria
If you are the owner of a saved report criteria (the owner who initially created and saved the report), or a member of the Admin group, you can delete saved criteria. Simply select a report, then select the he Select Saved Report Criteria from the dropdown menu, and click Delete. If you do not have permissions to delete a saved criteria, this option will not be available.