Guided Reports Housekeeping

One last tutorial about managing all of the saved reports listed on the Saved Reports page.

Managing and Deleting Saved Reports

Recommendations (there are mine, feel free to discuss):

  • Put your initials and the date in the notes of ANY report you create, so we know who created the report (and is be responsible for deleting it).
  • If you created a TEST report and it didn’t quite work – Delete it
  • If you created a report that is used for a single instance – it won’t be necessary to run the report again in the future – delete it when you are done with it.

-Sharon

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