My Saved Reports

Saved Reports offer a convenient way to quickly access frequently used or important reports with just one click, saving you time and effort. They allow organizations to reuse saved reports for recurring tasks, eliminating the need to recreate them each time. Additionally, Saved Reports help maintain consistency by using predefined criteria and parameters for similar reporting needs.

Steps to Create a Saved Report

1. Analysis Manager Module
   Select the Analysis Manager from the top menu of the ExpensePoint window.
   
2. Select the Report
   Click any of the available reports from the Analysis Reports list.
   
3. Make Adjustments
   If needed, customize the report by adding filters, changing views, or adjusting the currency.
4. Save the Report
   Click the Save this report option located in the upper right corner of the workspace.
   
5. Name the Report
   Enter a name for your report in the prompt window, then click Save.
   
   You should be able to see it now on your list of reports under My Saved Reports navigation menu.