- Report options can be saved as a report template to be used again at a future date.
- Zeno Expense can remember an individual user’s report preferences and automatically preselect the same options the next time the user runs the report.
Options Supported
When a user clicks on the Reports tab, there is a new column named “Options Supported” that indicates which report preferences can be saved as a template and/or scheduled.
Remember My Preferences
This checkbox is selected by default. It remembers the user’s selected preferences when they run the report and preselects the same options next time.
Saving Report Templates
A claimant can save report preferences for their personal reports. Saved options will only be visible to that user. Different report preferences can be saved as “Templates” under different names.
To save report preferences, users can type the report template name under Report Templates and click Save. When a saved report template is chosen from the drop-down menu, it will preselect the preferences that were previously saved for that report (i.e. Date range, accounts, status, etc.). Users can also delete their saved report templates.
Administrators have the option to save report templates and share them with other users.
- For personal reports, saved templates can be shared with all users from regions the Admin has access to.
- Non-personal reports can only be shared with other Admins of the regions that the user has access to.
To share a template, an administrator must click on the arrow in the Only Visible to Me field and select an option from the drop-down menu. Once a template has been shared, the report preferences become a shared resource and all staff that have access to it can use the template to generate their reports. Finance users that have the same report access as administrators (configurable option), will also see report templates that are shared with Admins.
If a template is shared with users of a different region, a warning message will be displayed when the template is saved and permissions for scheduling and viewing report files will be restricted.
For example, if the selected region for the Item Detail Report is Australia and the report template is shared with administrators from New Zealand, NZ’s reporting admins will be able to use the template in the NZ region, but they will not be able to schedule the report template or view any files that contain data from the Australia region unless they also have reporting admin access to Australia.
Select Saved Templates
The Saved Templates drop-down menu shows all the saved report templates that a user has access to. For better visibility, the drop-down menu shows the date and time of the report creation, the report template name, and whether the report template is shared and/or scheduled. If the report template is shared, hover over the text to show the regions it is shared with. When selected, the saved report preferences are loaded. All users with access to a report can also delete and/or schedule saved report templates.