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Using the Report Locker

Save reports, schedule them, share them with instructors and reporters, and delete them.

Reports saved in the Report Locker can be quickly retrieved and scheduled to be generated automatically. You can also copy instructors and reporters on reports in your Report Locker.

Copied reports can be deleted by the instructor or reporter, but they cannot be modified.

Reports in the Report Locker are listed by user ID, title, type, and schedule. Click the corresponding column in the results table to re-sort the list. Use the Search box to search for specific reports. You can view and edit report details, copy instructors and reporters, and delete reports.

Save a report to the Report Locker

  1. Generate the report. See Generating, downloading, and graphing reports.
  2. Click Save to Report Locker.

The report is saved in the Report Locker.

View and edit report details

You can view details for a report and modify them as necessary. You can change the user ID, title, and schedule. You can also add and delete instructors and reporters on a report; see the next section.

  1. Select the Reports side-tab and click Report Locker. The Report Locker opens.
  2. Double-click the report. Alternatively, select the report and either click View/Edit Details or right-click and select View/Edit Details. The Report Locker Details window opens.
  3. View and modify the report details as necessary (see the list below).
  4. Click Close to return to the Report Locker.

Report details

  • User ID – User ID of the user that owns the report.
  • Title – Title of the report.
  • Schedule – Use the drop-down list to select the schedule. Options:
    • On Demand
    • Daily
    • Weekly
    • Monthly
    • Quarterly
    Enable the Limit Report to Selected Schedule check box to restrict the time-frame of the report to the frequency of the report.
  • Details – Displays the report details used to generate the report. This field cannot be modified.
  • Instructors/Reporters Copied on this Report – Lists the instructors and reporters that are copied on this report. You can sort the list by user ID or name by clicking the corresponding heading.

Copy instructors and reporters on a report

Copying an instructor or reporter on a report allows them to also run the report. Copied reports can be deleted by the instructor or reporter, but the reports cannot be modified.

  1. Select the Reports side-tab and click Report Locker. The Report Locker opens.
  2. Double-click the report. Alternatively, select the report and either click View/Edit Details or right-click and select View/Edit Details. The Report Locker Details window opens.
  3. Type the instructor's or reporter's user ID or name in the Instructors/Reporters to Copy on this Report View field and click Add Copy. The user is added to the list of instructors and reporters copied on the report. Click Search to locate instructors or reporters to add. To remove an instructor or reporter from the list, select the user in the list and click Delete Copy.
  4. Click Close to return to the Report Locker.

Delete a report from the Report Locker

  1. Select the Reports side-tab and click Report Locker. The Report Locker opens.
  2. Select the report and either click Delete or right-click and select Delete.

The report is deleted from the Report Locker.

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