Manage My Reports

Can I use a saved report as the basis of a new report?

Members can use the criteria from a saved report as the basis of a new report. This is helpful if you want to run a new set of reports for your entire staff without re-entering all of their information into the Salary Calculator.

  1. Log in to your account.
  2. Click the green “View Reports” button on the homepage.
  3. On this My Saved Reports page, find the saved report in question.
  4. Click “Create new report” next to the “Rename” link.

    Create_New_Report_Screenshot.png

  5. A pop-up window will warn you that this action will replace any criteria you currently have loaded in the Salary Calculator interface.
  6. Confirm your choice by clicking the green “Create new report” button.

    Create_New_Report_Pop-up.png
  7. The system will load the criteria from this report in the Salary Calculator web interface.
  8. Adjust the parameters of your report using the controls on the left-hand side of the page as needed.
  9. To save this report, click “Download Report” at the bottom of the page, name your report in the pop-up window, and click “Save + Download.”
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