Report Tools

If you run the same type of report regularly, or have custom designed the contents of the report, saving your settings lets you re-run the report again later without having to recreate the options you used. There are two places to save your settings: to VSys or to a disk file which can be sent to someone else to use.

For some types of reports, VSys comes with one or more built-in settings which create reports that you can use right off the bat.

File	Load	Opens the saved report tool for loading any built-in or saved reports.
	Save	Saves the current report, including its design and filters, either to the database or to a file.
	Properties	Edits the report's name, keywords, grouping and comments.
Tools	Clear settings	Erases all of the settings you've made in this report.
	Design report	Opens the Report Designer to edit the underlying layout of the report. (Not available on all reports.)
	Calculated fields	A tool for creating your own fields based on built-in fields. These "calculated fields" can use arithmetic, string formatting, replacing and other methods. (Not available on all reports.)
	Detail filtering/sorting	Provides methods for editing detail records on a report, for example which training records appear and in what order when running a report based on people, but which includes a person's trainings.
Defaults	Set as default report	Makes the current report the "default" report, meaning that when this report tool is opened, the selected saved report will come up automatically.
	Remove default settings	If a default report has been set, clicking this removes that setting.

Report settings saved within a project only show on the Load link within that same project.

Saving and loading reports saves and loads the settings for the report, not the report's contents. This is an important distinction. To send the contents of the report (what you see when you print it) to someone else, print the report to a PDF file and send that PDF file.