{"id":3903,"date":"2021-03-28T16:31:13","date_gmt":"2021-03-28T14:31:13","guid":{"rendered":"https:\/\/pok2.discendum.com\/ohje\/saved-reports-management\/"},"modified":"2023-10-10T11:01:47","modified_gmt":"2023-10-10T08:01:47","slug":"saved-reports-management","status":"publish","type":"manual_kb","link":"https:\/\/help.priimalms.com\/en\/ohje\/saved-reports-management\/","title":{"rendered":"Saved reports management"},"content":{"rendered":"<div class='priima-groups'>This help page is for users who have permission to view reports<\/div>\n<p><\/p>\n\n<p>Reports can be filtered with different search settings. Searches made can be saved and these saved searches are displayed under Saved reports management. In the left bar, the user can also see the reports targeted to them. The saved report always has access right by default for the person who is making the report. In this way, you can also conveniently check from the Reports targeted to me view that the created report is certainly the desired one. In the management of saved reports, the settings and search of saved reports can be modified or the report can be deleted.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"669\" src=\"https:\/\/help.priimalms.com\/wp-content\/uploads\/2023\/07\/tallennettujen-raporttien-hallinta-1024x669.png\" alt=\"An example of the saved reports management view and the editing function menu of one report\" class=\"wp-image-7306\" srcset=\"https:\/\/help.priimalms.com\/wp-content\/uploads\/2023\/07\/tallennettujen-raporttien-hallinta-1024x669.png 1024w, https:\/\/help.priimalms.com\/wp-content\/uploads\/2023\/07\/tallennettujen-raporttien-hallinta-300x196.png 300w, https:\/\/help.priimalms.com\/wp-content\/uploads\/2023\/07\/tallennettujen-raporttien-hallinta-768x502.png 768w, https:\/\/help.priimalms.com\/wp-content\/uploads\/2023\/07\/tallennettujen-raporttien-hallinta.png 1385w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>It is possible to grant report access to users who otherwise do not have the right to create reports. This is done by saving the search and targeting it to a specific user or users. Doing so will open the Reports section for the user on the main menu, where they can see these targeted reports. The saved report can also be assigned to a group or groups.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"871\" height=\"440\" src=\"https:\/\/help.priimalms.com\/wp-content\/uploads\/2022\/12\/tllenna-raportti.png\" alt=\"example view of saving and targeting the report\" class=\"wp-image-6645\" srcset=\"https:\/\/help.priimalms.com\/wp-content\/uploads\/2022\/12\/tllenna-raportti.png 871w, https:\/\/help.priimalms.com\/wp-content\/uploads\/2022\/12\/tllenna-raportti-300x152.png 300w, https:\/\/help.priimalms.com\/wp-content\/uploads\/2022\/12\/tllenna-raportti-768x388.png 768w\" sizes=\"auto, (max-width: 871px) 100vw, 871px\" \/><figcaption class=\"wp-element-caption\">When a filtered report is saved, it is given a name and the user or users \/ group or groups with access to see the report are added.<\/figcaption><\/figure>\n\n<p><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"template":"","meta":{"_acf_changed":false,"priimagroup_meta":"This help page is for users who have permission to view reports","footnotes":""},"manualknowledgebasecat":[67],"manual_kb_tag":[],"class_list":["post-3903","manual_kb","type-manual_kb","status-publish","hentry","manualknowledgebasecat-reports"],"acf":[],"_links":{"self":[{"href":"https:\/\/help.priimalms.com\/en\/wp-json\/wp\/v2\/manual_kb\/3903","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.priimalms.com\/en\/wp-json\/wp\/v2\/manual_kb"}],"about":[{"href":"https:\/\/help.priimalms.com\/en\/wp-json\/wp\/v2\/types\/manual_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.priimalms.com\/en\/wp-json\/wp\/v2\/users\/2"}],"version-history":[{"count":0,"href":"https:\/\/help.priimalms.com\/en\/wp-json\/wp\/v2\/manual_kb\/3903\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.priimalms.com\/en\/wp-json\/wp\/v2\/media?parent=3903"}],"wp:term":[{"taxonomy":"manualknowledgebasecat","embeddable":true,"href":"https:\/\/help.priimalms.com\/en\/wp-json\/wp\/v2\/manualknowledgebasecat?post=3903"},{"taxonomy":"manual_kb_tag","embeddable":true,"href":"https:\/\/help.priimalms.com\/en\/wp-json\/wp\/v2\/manual_kb_tag?post=3903"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}