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On the FAST application home page the
Pinned Reports tab has a save |
Pinned reports allow you to save the reports that you use most frequently in an easy to find location so that you will not have to re-create the report each time you wish to see it. When you pin a report to your favourites, it is pinned as a report on your profile. It will not be visible to other users unless it is added to public reports.
If you use specific report options on a regular basis, you can save them as a pinned report. It reduces the amount of time you spend running a report because the filter and advanced options are already set on a pinned report. Some examples of when you might use this are listed below.
Scenario |
Solution |
You use the same filter and/or advanced options on a daily or regular basis |
Save it as a Pinned Report and mark as a Favorite for quick and easy access |
You only want specific employees to see a report |
Create a group role and assign the Pinned Report to that group only |
You want all employees to be able to see and run the report themselves |
Save the report to the "All Users" Role in your application – Row level security will still be enforced! Ensure that Menu Access has also been assigned to this Role for the Report to be accessible as more than "read only". |
You want a visual representation of the data |
Create a graph from the report data, save as a pinned report, then add to the Dashboard |
You need to e-mail a report link with confidential information to someone who rarely uses the system |
Pin the report, save as private, and then email the Execute link only. Alternatively, you could email the PDF or Excel output. |
Someone wants to export data into an Excel spreadsheet or a database application |
E-mail the XML and/or Excel links |
Someone has requested the report in a printable format |
E-mail the PDF link |
You want to view the updated results of your Pinned Report every Monday morning when you get to work |
Save it as a Pinned Report; use the Report Scheduler to schedule an automated delivery to your inbox every Monday morning. |
You need to deliver a report to the Dean of each Faculty at the end of each Month to illustrate data pertinent to their own departmental information. |
Save it as a Group Pinned Report; use the Admin Report Scheduler to deliver this to each member of the group on the last day of each month. |
Your list of Pinned reports can be found on the FAST application home page or on the reporting page. Although the lists look similar, there are a couple of differences. On the FAST application home page, you can tag any pinned report as My Favorite; on the application reporting page, you can edit or delete the pinned report.
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You can click it to make it the default when you open
the page (the icon turns into an 
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