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Mitratech Success Center

Saved I-9 Custom Reports

This shows how a user can save, run, and manage saved I-9 Custom Reports.

Goal

Users can save I-9 Custom Reports and run them at a later time.

Save as New Report

You can save any custom report by clicking the "Save as New Report" button after you run the report.

SaveReport.jpg

  1. Enter a Name.
  2. Selecting the Report Type.
    • My Reports - User's own personal reports
    • Shared Reports - Reports that are shared with other users.
  3. Optionally, add a Description.
  4. Click Continue.

Run Saved Reports

Users can open a previously saved custom report at any time.

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  1. Choose the Report Type and then the saved report from the Select Report dropdown.
  2. Click Run Report.

Manage Reports

The "Manage Reports" button will display a list of saved reports. Filter options will appear when users select the filter icon for a given column, and will allow users to more easily find and manage their reports. Users can also delete selected reports.

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