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
- Once the report is saved, you can access the saved reports using the Saved Report button at the top of screen.
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- The Saved Report screen appears.
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- 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.
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- Locate your saved report either under the Recent category or under another category.
- Choose one of the three options to the right of your report.
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After a report has been saved, a report can be run, edited to make changes to the report or deleted.
Running a Saved Report
- Choose the Run
button to Run a Saved Report.
- The report will appear in the preview window and can be exported or printed.
Editing a Saved Report
- Choose the Edit
button to Edit a Saved Report.
- The saved report will appear again to allow for changes and additions.
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- After changes have been made, the report can be Saved, Saved with a different name or Previewed.
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- Save – Choose Save to save the report to the Saved Reports area.
- Save As – Choose Save As to save the report with a different name.
- Preview – Choose Preview to preview the report in a separate tab.
Deleting a Saved Report
- Choose the Delete
button to Delete a Saved Report.
- A confirmation window will appear to confirm that you want to delete the report.
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- Choose Close to return to the Saved Reports window or choose Delete to confirm the deletion of the report.