---
title: "My Reports"
slug: "customize-and-run-a-report-my-reports"
description: "On the My Reports tab you can see the reports for which you've saved parameters so that you don't have to re-enter them each time you run the report. "
updated: 2022-07-06T05:03:38Z
published: 2022-07-06T05:03:38Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.sysaid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# My Reports

The My Reports tab allows you to see the reports for which you've saved parameters so that you don't have to re-enter them each time you run the report. You can use the Search field to filter the reports displayed in the tab and you can use the Views icons (![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/image-1653905933222.png)) to change the format in which the reports are displayed.

To save a report so that it appears in this tab, see [Add a report to My Reports](/v1/docs/customize-and-run-a-report).

For general information on reports in SysAid, see [Reports](/v1/docs/reports).

To create new reports, see [Design Reports](/v1/docs/design-report).

To edit report properties, see [Edit Reports](/v1/docs/edit-reports).

To organize reports on the page, see [Organize Reports](/v1/docs/organize-reports).

## **Run a report**

You can run a report with all its predefined parameters from the Action menu, or you can modify its parameters and run it from the Report form (see [Customize a report](/v1/docs/customize-and-run-a-report)).

From the report's Action menu, click **Run**. The report file is downloaded to your machine, and SysAid creates a record of the report in the [Recent Reports](/v1/docs/recent-reports) tab.

![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/image-1653906058312.png)

NoteIf the report run-time exceeds ten seconds, a message appears informing you that the report wll continue to run in the background and a download link will appear in the Recent Reports tab when the report is ready.

To [filter](/v1/docs/build-a-report#filter-report-results) a report or to change its [Print settings](/v1/docs/build-a-report), click the report's icon to open the Report form.

## Schedule a report

You can add a schedule to an unscheduled report, or you can edit or delete a report's existing schedule.

**To add a schedule to an unscheduled report**

1. From the report's Action menu, select **Add schedule**.
2. In the Starting From field, use the date picker to select an initial date and time for the report to run.
3. From the Repeat drop-down, select if you want the report to run daily, weekly, or monthly.
4. In the Send To field, begin entering the name of the person you want to send the report to and select the name from the autocomplete list that opens below.  
If the**Allow Admins to Send Emails to Addresses not Registered in SysAid**option is selected in [Email Integration](https://documentation.sysaid.com/docs/email-integration-list#allow-admins-to-send-emails-to-addresses-not-registered-in-sysaid), you can also enter any email address you would like to send the report to.
5. Enter text for the email subject and body.
6. Click **Done**.

**To edit an existing schedule**

1. From the report's Action menu, select **Edit schedule**.
2. Make any changes you want to the schedule and/or it's associated email.
3. Click **Update**.

**To delete a schedule from a report**

1. From the report's Action menu, select **Edit schedule**.
2. In the Report Schedule dialog, click **Delete**.
3. When prompted, click **OK**.

## Email a report

Emailing a report is similar to the Run option, except the process happens entirely in the background, and SysAid sends the report to the specified recipients when it's ready.

**To email a report**

1. From the report's Action menu, select **Email**.
2. In the Email Report dialog, begin entering the name of the person you want to send the report to and select the name from the autocomplete list that opens below.  
If the**Allow Admins to Send Emails to Addresses not Registered in SysAid** option is selected in [Email Integration](/v1/docs/email-integration-list), you can also enter any email address you would like to send the report to.  
![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/image-1653906183480.png)
3. Enter text for the email subject and body.
4. Click **Send**.

When the report is ready, it is sent as an email attachment to the selected addresses. It also creates a new record in the [Recent Reports](/v1/docs/recent-reports) tab.

## **Rename a report**

**To rename a report**

1. From the report's Action menu, select **Rename**.
2. In the Rename dialog, enter the unique name you want for the report.
3. Click **Done**.

## **Duplicate a Report**

You can use an existing report as a template for a new report by duplicating it. Let's say you have a report and you'd like to create another report just like it with some adjustments to the filters, a different chart type, and modified text on the cover page. Instead of creating the new report from scratch, you can duplicate the existing report and perform the small modifications in a fraction of the time.

**To duplicate a report**

1. In the All Reports tab, locate the report you want to duplicate and click ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/image-1653906218083.png).
2. Select **Duplicate Report**.
3. Enter a name for the new report.
4. Click **Done**.
5. Open the new report to modify it as you like.

## **Delete a report from My Reports**

Deleting a report from the My Reports tab also removes any existing schedule for that report.

**To delete a report from the My Reports tab**

1. From the report's Action menu, select **Delete from My Reports**.
2. When prompted, click **Yes**.