Skip to content
  • There are no suggestions because the search field is empty.

BDI-3 Save Criteria

How to save criteria for reports or exports

Save Criteria

This article applies to BDI-3.

You can save criteria for often used reports.

You can save criteria for the Score Report, Family Report, or Data Export.

To save report criteria:

1. On the menu, click Reports and select Report Center. The Report Center opens on the Create a Report tab.

2. Enter the required fields for the report. The Save Criteria button becomes active.

3. Click Save Criteria. The Save Criteria box opens.

4. Type a name for the criteria in the Criteria Name field

5. If you want to make this criteria the default criteria, click the Default Report Criteria check box.

Note: If you make a saved criteria the default, the default criteria will appear whenever you open the Create a Report tab.

6. Click Save. The criteria is saved. It appears in the list on the Saved Criteria tab.