How To Track Deleted Reports

Clients may occasionally report that they are unable to locate a report, sometimes because it has been deleted. This FAQ explains how to track reports that may have been deleted or are no longer visible in the system. You can create an Ad Hoc report to track and monitor report data, including deleted reports, to ensure nothing is missed.

Steps to Follow

1. Begin by selecting Ad Hoc Reports from your homepage

2. Select Create → Ad Hoc View

3. Choose the Expense Report Workflow domain

4. Choose data then click Ok

5. Ensure the visualization type is set to Table

6. Begin adding the following fields

   1. Report ID

   2. Report Status (Right mouse click and select Create Filter and filter based on the status Deleted)

   3. Full Name

   4. Report Start Date

   5. Action by ID

   6. Copied User Type

   7. Action On

7. Click the save icon

8. Select Save Ad Hoc View and Create Report

9. Enter a name for the Ad Hoc View and Report then save to the appropiate folder

10. Select View → Repository

11. Access the folder you saved your report to

12. Right mouse click on the report then select Edit

13. Click Controls and Resources

14. Select Top of the Page from the drop down under display mode

15. Check the box next to Always Prompt