Use the My Reports feature to copy Spectrum reports so that you can customize them by adding or editing titles, files names, security levels, and the order in which the reports display.
When you initially click the My Reports button, the window will be blank until you have established your custom report list. Once this list is established, you will be able to conveniently select the report you want to preview, and you can use the Setup button to designate a custom report as the default report for the report screen.
- Edit - change the report description, the associated file, or the security setting on the selected report.
- New - upload a new custom report.Adding a New Report to My Reports
- Delete - remove a report from your My Reports list.
- Copy - create a custom report by making a copy of an existing report. See Create a Custom Report Using the Copy Feature.
Custom reports added in one company are also available in other companies. Conversely, deleting a report in one company will delete it in all companies for all users.