My Saved Reports

Overview

LinkTrust is in the process of improving the reports in the Partner Center (Fall 2013). Over the next few months, each of the reports will be getting new features, including the following:

  • Ability to hide/show specific columns
  • Ability to hide/show the report "Criteria" section to give you maximum viewing real estate 
  • Ability to sort the report by clicking on the header row
  • Ability to save your criteria so that each time you come to the report it will keep the criteria you saved (see below for details)
  • Ability to save your own "Saved Report" variation of reports (see below for details) 

Hide/Show Columns on a Report

You can hide/show columns on a report by doing the following:

  1. Log into the Partner Center
  2. Click on "Reports" in the top navigation.  Click on one of the "Updated" reports (the newly improved reports will have an "Updated" label next to the report name)
              
  3. Check or un-check the boxes in the "Advance Criteria" section of the report
              

  4. Rerun the report

Hide/Show the Report Criteria

You can hide or show the report "Criteria" section by doing the following:

  1. Log into the Partner Center
  2. Click on "Reports" in the top navigation.  Click on one of the "Updated" reports (the newly improved reports will have an "Updated" label next to the report name)
              

  3. Click on the "Hide Criteria" or "Show Criteria" button to hide/show
    1. To Show Criteria:
                
    2. To Hide Criteria:
                
                
                

Saving Criteria on a Report

You can save the criteria on a report by doing the following:

  1. Log into the Partner Center
  2. Click on "Reports" in the top navigation.  Click on one of the "Updated" reports (the newly improved reports will have an "Updated" label next to the report name)
              

  3. Adjust the search criteria of the report to desired settings
  4. Click the "Save Current Criteria" button (this will save the criteria)

             

Making a Saved Report

You can create a "Saved Report" by doing the following:

  1. Log into the Partner Center
  2. Click on "Reports" in the top navigation
  3. Click on one of the "Updated" reports (the newly improved reports will have an "Updated" label next to the report name)

              

  4. Adjust the search criteria of the report to desired settings
  5. Click the "Save as Custom Report" button (this will launch a modal–see next step)

              

  6. Choose a name for the saved report
              

  7. The report will appear on the Report Listing Page

              
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