Saved reports

Touchpoint Statistics enables Meridix Basic enables users to create saved reports that the system automatically creates and distributes by e-mail based on a custom schedule or on-demand from within the system. A user can have an unlimited number of saved reports that is stored in the saved report archive.

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To create a new saved report a Statistics Extended report a Meridix Advanced report first need to be created and then saved. This is done by following the steps described in the guide Create reports in Statistics ExtendedMeridix Advanced. 

Edit existing saved reports in the archive

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A common scenario when working with saved reports is to use the same type and column selections etc. of a report for multiple receivers but for different targets. Touchpoint Statistics can  Meridix Basic can make use of an existing saved report as a template for new ones. To use an existing report as a template just open the saved report and make the changes that should be different from the template content but before saving it check the Save as a new saved report check box. This will make a copy of the template report but with the changes applied. The original report is not affected in any way by doing this.

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