Executive summary. Choose what the report reads, save it, and turn it into something that arrives without anybody remembering to run it.
Definition
A saved report is a question asked the same way every time, run against live data whenever it is opened.
What to do
Open Intelligence, then Reports, then choose to build a new one.
Give the report a name that says what question it answers. A name like "Underwater fills by payer" is worth more later than "Report 4".
Choose the base entity the report reads, then the measures and the breakdown you want.
Save the report. The page moves to the saved report, which is the sign it exists rather than a message claiming it does.
From the saved report, choose Schedule to have it delivered without anybody running it by hand.
What the system does
The report is recorded against you as its owner, taken from the account you are signed in with. You do not enter that, and it cannot be got wrong.
A saved report runs against live data each time somebody opens it. It stores the question, not the answer, so an old report is never a stale number.
Frequently asked questions
Who can see a report I save?
Yours by default, and shared if you choose to share it. The Reports list separates the two, so a report meant for you does not quietly become everybody’s.
Referenced standards and further reading
- Attergo Knowledge Center ↗Attergo
Related articles
How to invite a colleague to your organization →