Working with Saved Reports

Working with Saved Reports


myFirmData allows you to save reports that you have created so that you can edit them later, or run on- demand.

Accessing Your Saved Report

  1. Once the report is saved, you can access the saved reports using the Saved Report button at the top of screen.


  1. The Saved Report screen appears.


  1. The most Recent reports will appear in Recent Reports category on the left side of the screen. The other categories of saved billing reports appear below.


  1. Locate your saved report either under the Recent category or under another category. 
  2. Choose one of the three options to the right of your report. 




Run 


Edit 


Delete 



After a report has been saved, a report can be run, edited to make changes to the report or deleted.

Running a Saved Report

  1. Choose the Run  button to Run a Saved Report.
  2. The report will appear in the preview window and can be exported or printed.

Editing a Saved Report

  1. Choose the Edit button to Edit a Saved Report. 
  2. The saved report will appear again to allow for changes and additions. 


  1. After changes have been made, the report can be Saved, Saved with a different name or Previewed.


  1. Save – Choose Save to save the report to the Saved Reports area.
  2. Save As – Choose Save As to save the report with a different name.
  3. Preview – Choose Preview to preview the report in a separate tab. 

Deleting a Saved Report

  1. Choose the Delete button to Delete a Saved Report.
  2. A confirmation window will appear to confirm that you want to delete the report.


  1. Choose Close to return to the Saved Reports window or choose Delete to confirm the deletion of the report.

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