Saving a regular report in OFS saves you from recreating the same report over and over. This article takes you through saving a report via a unique URL.
Step 1 - Create your report by adding the required columns, and adjusting the grouping buttons.
Step 2 - Once the report is created, click on the ‘Share’ button located in the top right-hand corner of the screen.
Step 3 - A pop-up box will appear and provide three options to save reports:
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- Create a link to this page
- Export data as CSV (Excel)
- PDF (Print View)
As mentioned above, below is a detailed explanation of the three ways to save the report:
A. “Create a link to this page” will prompt a box will appear. Click 'Open in New Window'. From here, you can bookmark the report to your web browser for easier access.
B. “Export data as CSV (Excel)” will download the report as an Excel file.
Watch a video on this article via the given link. - Sharing and Exporting Data