Saved Reports in PICSWeb

Owned by Joe Robson (Unlicensed)
Last updated: Jul 15, 2021
2 min read

The Saved Reports tab in the PICSWeb Reports page shows any custom reports that you have set up from a Report Template, or that another user has shared with you. Bear in mind that the reports shown in this list are only customised templates. To download an actual report you will first need to Run the Report.

Navigating the Saved Report List

The list in the Saved Reports tab displays all custom report specifications saved in PICSWeb. For each report in the list, the following details are shown:

  • Name – This is the custom name that has been specified for the saved report.

  • Shared – If the report was created by another PICSWeb user and shared with you, a banner will show that it has been Shared and the user that created it.

  • Template – This is the Report Template that the saved report is based on.

  • Date – This shows the date and time that the saved report was created.

Filtering the List

The following filtering options are available above the list. Once you have applied any filters, press Enter or select the  icon to run the search and apply your filters.

  • Name search

  • Report Template – Here you can restrict the list to reports based on a specific Report Template.

  • My Reports – If this is ticked, only reports you have created will be shown, with no shared reports displayed.

  • Number of Records displayed

Exporting the List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list. Note that this will just contain the details outlined above and no funding information.

Saved Report Actions

Selecting the ... icon by a saved report in the list will show the following options:

  • Edit Report – This will open the edit window, which is explained in Running a New Report in PICSWeb. Here you can make any necessary changes to the saved report and save it again to update.

  • Run Now – This will Run the Report. When the report is ready, it will be added to the Available Reports tab and you will be notified by email.

  • Clone Report – This will create a clone of the current report and open the edit window for the report. The Custom Title will be set to Copy Of the original title.

  • Delete – This will delete the custom report. You will be prompted to confirm before the report is deleted.