Saved reports
Touchpoint Statistics 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 access the saved report archive select 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.
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Columns
Go to the columns Columns tab to modify the columns that the report include when it is being sent or loaded.
Report target
Go to the report Report targets tab to modify the target that the report is created for.
Additional
Go to the additional Additional tab to change other settings for the saved report for example which weekdays that is included or what hours of the day it shall span. Administrators can also change the owner of the report.
Other
The other Other tab contains miscellaneous settings and information like the language it will be created with. (As default the users language preference is used during the initial creation).
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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 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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