How to save an office-based report
TL;DR: Save filtered report views to your company account so every employee in the firm can access the same standardized reports from the Main Menu.
Who can do this
Any member with access to the Reports section in Uku
The report must be saved under the company account to be visible office-wide
Why save office-based reports?
Saving a report under the company account creates a shared, standardized view that every employee can access. This helps teams follow the same processes, find information consistently, and save time by eliminating the need for each person to build their own report filters.
How to save an office-based report
Set up the filters you want for the report (for example, a to-do list for the current month).
Click the Save icon (floppy disk icon) to save the report.
Enter a title for the report.
In the Account dropdown, select the company where you want the report to be available office-wide.
Click Save to confirm.
How to find saved reports
Open the Main Menu.
Navigate to the Report icon.
Select the saved report you want to view.
How to edit a saved report
Set new filters on the current report view.
Click the Save icon (floppy disk icon) again.
Select Change report.
Choose the previously saved report you want to update.
Click Save. The report will update to reflect the new filters.
How to delete a saved report
Navigate to the Report section in the Main Menu.
Hover over the name of the saved report.
Click the Delete icon (trash can icon) that appears.
Tip: When you save a report under the company account instead of your personal account, all employees in the firm can see and use it. Use clear, descriptive titles so colleagues can quickly identify the right report.
Troubleshooting
Report not visible to colleagues: Make sure you selected the company account (not your personal account) when saving the report. Re-save the report and choose the correct account from the Account dropdown.
Saved report shows outdated data: Saved reports display data based on the filters at the time of last save. Edit the report with updated filters and save it again using Change report.
Cannot find the Save icon: The Save icon (floppy disk) appears only after you have applied at least one filter to the report view. Apply a filter first, then look for the icon.
Accidentally deleted a shared report: Deleted reports cannot be recovered. You will need to recreate the report by applying the same filters and saving it again under the company account.