Purpose

Any configurable report [Exhibitor Report, Exhibitor Order Report, etc.] has up to 4 sets of criteria that can be configured and saved for use again later. These saved report templates are listed in My Reports under the Reports toolbar at the top, as well as the main page for each report type. These saved report templates allow a user to reuse the criteria to run a fresh report with the latest data. Note: these saved reports are user specific.

Use

My Reports at the Report level

When pulling a configurable report, the user can choose display fields, search options, sort options, and export type. Below the View, Print, and Reset buttons is the option to enter a name for this set of criteria and then save it.

Once a report is saved, that user can access it by choosing the report name in the My Reports table at the bottom of the page.

My Reports in the Report Navigation

All the saved reports a user has created can be found under Reports and My Reports at the top of the page. The saved reports are listed by type of report (Exhibitor, Session, Booth, etc). The user can click on the desired report name to load the report, and then choose View Report to get the latest results.