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To access the saved report archive select the Saved reports tab in the menu. There are two available views of the archive content, one is per saved report and the other is per schedule since a single saved report can have multiple schedules defined.
Saved reports by name
Saved report by schedule
If a saved report is enabled it will be sent automatically at the defined schedule(s). If it is disabled it will not be sent but can be executed and loaded in the user interface manually on-demand. There is also a filter text box that can be used to locate a specific saved report easily even if the archive contains a large number of reports. Users with the administrator role can choose to view saved reports created by any users by checking the check box View saved reports for all users.
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Handle an existing saved report
By clicking on the name of the saved report in the archive an edit page will be loaded where you can make changes or execute it.
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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. 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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