Use Your Custom Reports by Running a Saved Search

You can run saved searches as custom reports instead of having to enter the same search criteria. You can also delete searches you no longer need or remove them from the navigation tree.

Running Saved Searches

Select My Reports and click on the name of the saved search.

Note: If the report was saved to the navigation tree, it will be listed under My Reports, and you can click it to run it.

Your results will appear, and you'll have the option to export the data to Excel.

Removing Saved Searches from the Navigation Tree

Right-click and select Remove from Tree.

Note: This will remove the saved search from the navigation tree only. It will still appear on the My Reports tab.