A saved report remembers every parameter you chose, so you don't have to set the same filters each time. You can keep it to yourself or share it with your team.

Anyone who can run a report can save it, on any plan. Which reports you can run depends on your roles: see who can see which reports.

Save a report

  1. Open the report from Reports and set its parameters. See using Avaza reports.

  2. Click Preview.
    Save As, under Preview, is greyed out while you change parameters. It becomes available again when the report has finished running.

  3. Click Save As. The Save Report As window opens.

  4. Enter a Title and, if you like, a Description.
    The title must be different from every other saved report in your account.

  5. Choose who can see it in Visible to: Just me or Public.

    The Save Report As window, with the Update Existing Saved Report (optional) list, empty Title and Description boxes, and Visible to set to Just me

  6. Click Save. All the parameter values currently selected are saved with the report.

Open a saved report

Go to Reports and click the Saved tab. Saved reports are listed in three groups:

  • My Private Reports: reports you saved with Just me.
  • My Public Reports: reports you shared.
  • Reports Shared by Others: reports your colleagues shared.
The Saved tab in Reports, with the saved report card Hours by client - year to date under My Private Reports, showing who created it and when, Based on Timesheet Summary and the bin icon, and None under My Public Reports and Reports Shared by Others

Each card shows who created the report and when, and the standard report it's Based on. Click a card to open the report with its saved parameters. You can change the parameters for a one-off run: the saved report only changes if you save it again.

Share a report

Choose Public in Visible to when you save. The report then appears under Reports Shared by Others for everyone who can run the standard report it's based on. People who don't have access to that report don't see it.

Update or delete a saved report

Only the person who created a saved report can update, delete or schedule it. Administrators can't change or delete other people's saved reports either.

  1. Open the saved report, change the parameters and click Preview.

  2. Click Save As and choose the report in Update Existing Saved Report (optional).
    Its title and description fill in. The list only shows your own saved reports that are based on the same standard report.

  3. Check Visible to. It doesn't copy the saved report's current setting, so choose Public again if the report is shared.

  4. Click Save. The new parameters replace the old ones.

To keep a changed version of someone else's shared report, leave Update Existing Saved Report (optional) empty and save it under a new title.

To delete a saved report, click the bin icon at the bottom of its card on the Saved tab and confirm. Its email schedule is deleted with it.

Mark favourites

Click the heart on any report card, standard or saved. The heart tab at the top of the Reports page then lists your favourites in two groups: Standard and Saved. Click the heart again to remove a favourite.

Next steps