Difference between revisions of "BenSelect:Admin:Reports:Inbox:Overview"
From Selerix
(Reports Inbox) |
(→Received Reports) |
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| − | = | + | =Received Reports= |
| − | The | + | The Received Reports screen lets you: |
*Open a report for viewing or downloading | *Open a report for viewing or downloading | ||
*Share a report with recipients you specify | *Share a report with recipients you specify | ||
*Schedule a report for deletion | *Schedule a report for deletion | ||
| + | |||
| + | ==Opening/Downloading a Report== | ||
| + | To view or download a report, click on the report title. If the report is in a custom extract format, you will be prompted to open or save the report to a file. Choose the option which best suits your needs. | ||
| + | |||
| + | ==Sharing/Unsharing a Report== | ||
| + | You may modify the list of people permitted to access the report by clicking on the recipient list. | ||
| + | |||
| + | ==Deleting a report== | ||
| + | Reports are permanently deleted from the system when they reach their expiration date. You may schedule a report that you personally sent by clicking on the Delete link. When you click '''Delete''', the report will be deleted automatically by the system the next time reports are processed. | ||
Latest revision as of 17:16, 14 April 2016
Contents
Received Reports
The Received Reports screen lets you:
- Open a report for viewing or downloading
- Share a report with recipients you specify
- Schedule a report for deletion
Opening/Downloading a Report
To view or download a report, click on the report title. If the report is in a custom extract format, you will be prompted to open or save the report to a file. Choose the option which best suits your needs.
Sharing/Unsharing a Report
You may modify the list of people permitted to access the report by clicking on the recipient list.
Deleting a report
Reports are permanently deleted from the system when they reach their expiration date. You may schedule a report that you personally sent by clicking on the Delete link. When you click Delete, the report will be deleted automatically by the system the next time reports are processed.
