Save a customized report

This feature is available only on the latest version of Rise. If reports are missing from your navigation, check this article for migration steps. It’s free, takes less than a minute, and unlocks new features for your organization.After you make changes to your report, you can save your changes and access the report later.

1. Click the Save as new report button.

2. Give your report a name and click Save.

You can choose to share the report with other users in your organization at this.

Shared reports are visible to users with explicit permission for that area of Rise (e.g., “Access recruiting reports”) and access to all underlying data. For example, if you share a customized Employee Master List report, only users with “Access people reports” can see it under Shared Reports. Additionally, only those with permission to view all employee demographics and compensation can download it.

You will automatically be brought to your new saved report. You can access it, and other reports you save, under My reports.

Default reports cannot be changed but are a starting point to help you get the information you need.

In your saved report, you can make changes and save them using the Save report button. Changes will also apply to the shared version. Others can’t edit your report but can save a modified version as their own.

If you want to save another copy of the report, click the arrow next to Save report button and select Save as new report. You can then give your report a new name and it will be saved under My Reports.

To delete a report, select Delete from the dropdown and confirm that you want to proceed with the deletion. Please make sure that you will not need this report again as, once deleted, it cannot be recovered. If a shared report is deleted, it will no longer be available to any users in your organization.

To edit the report name, click the Edit icon next to the report name. A new window will pop up allowing you to rename your report. Click Save to apply the change.

• Related Articles

• Summarize and group report data

  This feature is available only on the latest version of Rise. If reports are missing from your navigation, check this article for migration steps. It’s free, takes less than a minute, and unlocks new features for your organization. Rise reporting ...

• View and edit a report

  This feature is available only on the latest version of Rise. If reports are missing from your navigation, check this article for migration steps. It’s free, takes less than a minute, and unlocks new features for your organization. Reports are broken ...

• Access reports

  To access reports, click the Report icon in the left hand side menu. This feature is available only on the latest version of Rise. If reports are missing from your navigation, check this article for migration steps. It’s free, takes less than a ...