You can save any report to the Saved Report Templates or Company Report Templates sections from the Reports Home page or from a specific online report page.
Saving a report to the Company Report Templates section is available only to users with “eBill User Admin – View, Pay Dispute” user role privileges. Reports added to the Company Report Templates section will be available for viewing by any users within your company.
§ Saving a report from the Reports Home page
§ Saving a report from a specific report page
To save a report from the Reports Hope page:
1. From the Reports Home page, use your mouse to drag and drop the required report from the list of reports to the relevant section. The Select a Folder to Save popup window is displayed.
2. Select the folder in which to save the report.
3. Click Save. A confirmation window is displayed.
4. Click OK.
Note: All changes to any tabs in the header will be saved.
To save a report from a specific report page:
1. Click Save Report. The Save Report popup page is displayed.
2. In the Report Name field, type the name of the report.
Note: The name of the report you enter becomes the name of the saved report.
3. In the Report Description field, type the description of the report.
4. From the Folder dropdown list, select the folder in which to save the report.
Note: An additional checkbox for “Add a copy to Company Reports” will be displayed for users with “eBill User Admin – View, Pay Dispute” user role privileges.
5. Click Save. The Save Confirmation page is displayed.
6. Click OK.
Note: The saved report can be viewed, modified, and deleted from the Saved Report Templates or Company Report Template sections.
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