The Saved Reports panel gives admins quick access to reports they run often. By pinning your most-used reports here, you can jump back into key data anytime without having to search through reporting menus. This is especially helpful for recurring tasks like season check-ins, roster audits, or pulling contact lists.
What you’ll find in this article
What the Saved Reports panel does
What you can pin to the panel
How to open a saved report from the panel
Tips for keeping the panel useful
What the Saved Reports panel does
This panel is a shortcut list of reports you have saved or another staff member has saved as a template. It is built for speed. Instead of rebuilding the same filters every time, you can open a saved report and pick up where you left off.
Common examples include:
Registration details reports
Player contact and phone number reports
Data extracts you run on a regular schedule
Open a saved report
Navigate to Dashboard in the left navigation menu.
Locate the Saved Reports panel.
Select the report name you want to open.
The report will open using the saved report settings.
Tips for getting the most out of Saved Reports
Pin the most important reports so they are listed on top of all saved reports.
Use clear report names so other admins on your team can quickly recognize what each report is for.
If you manage multiple seasons, include the season in the saved report name so it is obvious which version you are opening.
FAQs
Who can see saved reports?
Saved reports may be created by you or another staff member, depending on permissions and how they were saved.
What types of reports should I pin?
Reports you run frequently, such as registration audits or contact lists, are ideal for pinning.
Can I rename a saved report?
Yes. Use clear naming conventions so it is easy to identify the purpose of the report.
Why should I include the season in the report name?
Including the season helps prevent confusion when managing multiple seasons or years.