Save & Re-use Your Setups for Reports & Exports

This topic describes how to save a report / export setup, how to use or delete saved parameters, and how to create a new setup based on previously saved parameters.

Save your report / export parameters

Since you may regularly generate the same report or export, but with different parameters, you may want to save the different sets of parameters.

1. Once you've set the parameters, click the Save button in the Settings bar under the Reports or Exports pull-down list.
   
   
   
   The Filter Save window opens.

2. Enter a Filter Name, and click OK.

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Use a saved report / export setup

1. Click on My AptaFund in the menu bar, and then click Reports or Exports.

2. Select the report/export you want.

3. Click on the down arrow next to [Unnamed Settings] in the Settings bar.
   
   
   

4. Click on the saved settings.

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Create new settings based on saved settings

When you've saved a complicated setup — one with many parameters or many items selected in a list field — you may want to create a slightly different parameter set without having to start from scratch.

1. Click on My AptaFund in the menu bar, and then click Reports or Exports.

2. Select the report/export you want.

3. Click on the down arrow next to [Unnamed Settings] in the Settings bar.

4. Click on the saved settings you want to delete.

5. Once the settings are displayed, click on the down arrow beside the gear button.
   
   
   

6. Click Save As Filter, and the Filter Save window opens displaying the name of the currently selected settings.

7. Change the Filter Name, and click OK.

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Delete a saved report / export setup

1. Click on My AptaFund in the menu bar, and then click Reports or Exports.

2. Select the report/export you want.

3. Click on the down arrow next to [Unnamed Settings] in the Settings bar.

4. Click on the saved settings you want to delete.

5. Once the settings are displayed, click on the down arrow beside the gear button.
   
   
   

6. Click Delete Filter, and you're asked to confirm your action.

7. Click Yes, and the filter is deleted.

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