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    Visual Workflow: Essential Reports Workflows

    Learn the basic steps a project member can take when working with the Reports tool.

    Essential Reports Workflows
    Create a report
    Create a report
    Select a template
    Make changes to report configuration
    Run a report
    Run a report only once
    Run a report and save its configuration as a template
    Work with report templates
    View templates
    Select a template
    Save as a new template
    Run a report, Schedule a report, Copy a template, Delete a template
    Sort, filter, view, download, share, and void reports 
    Edit a template
    Save a template
    Run a report, Schedule a report, Copy a template, Delete a template

    Related topics:

    • Create and Schedule Reports
    • Report Types
    • Working with Report Templates
    • Working with Reports in Reports Log

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