Saved Reports

Chorum allows you to save a variety of reports with preset search variables.

These Saved Reports can also be set to be automatically emailed in Message Manager.

 

1. Reports > Saves Reports > Create New
   

2. A pop-up will be displayed. (Please ensure your pop-up blocker is disabled for Chorum).
   
   

   1. Report: This is the selection of the base report you are wanting to save.

   2. Name: This will be the display name for the Saved Report.

   3. Module Shortcuts: This will allow you to select the modules (screens) you want this report to display. Example:
      

   4. Run and Archive: This will save the report as it was during Night Audit and can be pulled from Front Office > Archived Reports.

3. Select the base Report you want to use.
   

   1. Report Options: Some reports can be run for a set date range. For these reports you can customize the date range in a variety of ways.
      Example:
      
      This will set the start date to the 1st day of the current month no matter what day it is today.

   2. Or you can opt to have the date range set to Custom which will allow you to set the date range based on the current day.
      Example:
      
      This will set the start date to today and the end date to 7 days after today.

4. Click OK once complete.