Saving and Viewing Reports (Classic)

Important: This topic is for the Classic Search experience. To view the content for the Next Generation Search experience see Search.

For information on Classic experiences, see Archer Classic Experiences.

After you run a search, you can save the search criteria as a report on the Report Listing page.

On this page

Report Listing page

The reports are saved to the application or questionnaire's Report Listing page. The Report Listing page displays global, shared, and personal reports, and each page lists up to 50 reports. You can filter the reports displayed on the Report Listing page by name, solution, application, or type.

Save a search as a report

  1. Run a search.
  2. Click Save. If you previously saved this search as a report, do 1 of the following:
    • Click Save as New Report to save a separate new report.
    • Click Save Report Changes to save changes to an existing report.

  3. In the Report Information section, enter a name for the report.

    Note: The maximum number of characters in a report name is 80, including the allowance for a time stamp if you export the report to an external file. For more information, see Exporting Reports.

  4. (Optional) Enter a description.
  5. In the Report Type section, select either Personal Report, Shared Report, or Global Report.
    • A personal report can only be accessed, edited, changed, and saved by the person who created it. You can share personal reports with other users.

    • A shared report can be shared with and accessed by a limited set of users.

    • A global report can be made accessible to all users in an application or to selected users and user groups.

    Important: When you edit and save a shared report, you must save it as a shared report. You can choose to share the report again with participants. If you change an existing report from Global to Personal, the original global report is not modified. Instead, a copy of the global report is made and is marked as Personal. If you do not want to keep the original global report, you must delete it separately.

  6. If you selected Global Report, do the following:
    1. Assign user and group access rights for the report.
    2. (Optional) Select a language for a new report. The default language is English.

    Important: The report cannot be saved if the default language of the global report does not match the default language of the user.

  7. (Optional) If you want iView Caching for the report, click the Enable iView Caching checkbox and select the Cache Duration for the report.
  8. In the Refresh Rate list, select how often you want the report to refresh.

    Important: If you enabled iView Caching, Refresh Rate is disabled.

  9. (Optional) You can change the width of the report table columns by dragging the column.

    Note: If you enable inline edit and update the width of an empty column, the width of the data columns evenly distributes and the width of the empty column resets to its default setting.

  10. Click Save.

    Note: If you changed the cache duration from 1 time range to another, open and refresh the Report iView to complete the change.

View a saved report from a specific application

  1. Go to the Search Results page.

    1. From the menu, click the solution.
    2. From the Applications list, click the application or questionnaire.
  2. Click Reports.
  3. Select the report you want to view from the Report Listing page.