You can store your favorite filters in a saved report and then easily navigate to that report with the filters already applied. Saved reports will be accessible via the CommCareHQ Dashboard and can also be sent by email on a recurring basis.
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Under the "Reports" tab there is a section called "My Saved Reports." This is where CommCareHQ saves reports that you use frequently. When you first start with CommCareHQ, this section is blank and you must add reports that you would like to view frequently to the "Saved Reports" tab by creating them on the individual reports page.
2. Choose a report and apply filters
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Groups - Clicking on the box allows you to select a group from the dropdown menu. You can also add a group by typing the name. You can search for multiple groups at a time.
Aggregate by Users of Groups - you can view the reports either by individual users or by groups.
Date Range - Choose the date range of form submissions you want to say (as determined by the server date/date received)
3. Apply filters and save report as a "Favorite"
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Apply the filters to populate the report below. Don't forget to click "Save" to save the report. This will make it available in the dropdown button titled "Favorites" when you return, and will also add it to the the "My Saved Reports" section under the "Reports" tab.
4. Fill in information for the new saved report
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Fill in the an appropriate name, description and date range for the report. Click "Save" when finished.
5. Navigate back to "My Saved Reports"
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Can I remove someone from a scheduled report when I didn't create the scheduled report myself? Answer: No, only the person who created the scheduled report can add or remove someone AND the scheduled report receiver can unsubscribe themselves from within the email, when they click at the bottom of the email on "Unsubscribe from this report". A best practice therefore is setting up the scheduled report on the account of the person who will manage the scheduled report receivers list.
Can I see other users' scheduled reports or can only the people who created the scheduled reports see them? Answer: Web users with the Admin role assigned can also view, edit and delete the scheduled reports of other users in the project space. However, anyone can be added to the scheduled report to see the emailed data.