Manage the saved reports


Du er her: InLoox Support Knowledge Base Online Help InLoox for Outlook 7.0 Online Help InLoox PM 7 Report features Manage the saved reports

You can save the reports with the predefined filter data for quick report issue.

Do the following to save a report:

  1. Click Projects on the Outlook Ribbon to switch to the InLoox PM project list.

    In Outlook 2003/2007 click InLoox PM Folder in the InLoox PM Toolbar.

  2. Choose one or more project in the project list.
  3. On the InLoox tab, in the Reports group, click Reports and choose from the drop-down Save Report.
    In Outlook 2003/2007 click Reports in the InLoox PM  Toolbar.
  4. In the Saved Reports dialog box do the following:

    Saved Reports

    • Save a new report by clicking New.
      • In the Report Filter dialog box type a name and click OK.
      • In order to filter it click Edit in the Saved Reports dialog box. 
      • In the Report dialog box filter the report data as you want and click Save Report. The saved report is now displayed in the Report List, in the Saved Reports dialog box.

        For more information on how to filter a report, see Filter report data.

    • Change the saved report. Choose one from the Report List and click Edit. In the Report dialog box filter the report data as you want and click Save Report.

      For more information on how to filter a report, see Filter report data.

    • Rename the saved report. Choose one from the Report List and click Rename. In the Report Filter dialog box type a new name and click OK.
    • Remove the saved report from the Report List by clicking Delete.
  5. Click Save to save the changes.