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How to Save and Reuse a Report Draft (Search Progress & Search Summary)

Step-by-step: saving your field and section selections as a draft when generating a Search Progress Report or Search Summary Report, and reusing it next time.

Written by Amogh Balikai

When you generate a Search Progress Report or a Search Summary Report, you choose which fields and sections to include. You can now save that configuration as a draft so you don't have to rebuild it the next time you generate a report for the same job or a different one.

Steps

  1. Open a job and go to generate a Search Progress Report or Search Summary Report.
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  2. Select the fields and sections you want included, the same way you normally would.

  3. Click on generate report and then on the next screen, click on Save as Draft.
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  4. The next time you generate a report of that type, load your saved draft from the top right corner instead of rebuilding your selections from scratch.
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Things to know

  • Search Progress Report drafts and Search Summary Report drafts are saved separately, since the two reports have different fields and sections.

  • A saved draft keeps its own configuration even if you later change your default settings elsewhere.

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