Saving Standard Reports in Sigma (Document Library)

When using the Reporting Activity, instead of running the Report onto the screen, you can also choose to save the Report in the Document Library Activity.

Opening Reporting Activity

Click on Reporting Activity

Click here for details on how to create a Report.

Create your report as normal, but instead of clicking the Run Report button, click 

 to access the schedule pop up

 

Details

Name - rename the report

Description - add a description

Click Next

Report Configuration

This tab will display what you chose to run the report on 

Click Next

Report output 

Choose the Output type:

• PDF
• Excel
• Word

Click OK

There is no need to go through the remainder of the screen - these are used if you are to schedule a Report.  Click here for more details on scheduling Reports. 

The Report will now be saved in the Document Library Activity.