Rerun any completed report with its original filters preloaded, making it easy to adjust criteria—such as adding or modifying filters—and generate an updated report without starting from scratch.
📄 How It Works
Go to Reports in Equip.
Find a previously generated report in your report list.
Click the ⋮ menu on the report and select Edit and Run Again.
You'll be taken to the report configuration page with all of the original filters pre-filled — date range, selected forms, groups, pathways, and any other options.
Adjust any filters you want to change, or leave them as-is.
Click the report's generate button to run a new report.
✅ Benefits
Save time on recurring reports — No need to remember and re-select the same filters every time you run a report.
Easy adjustments — Change just the date range or one filter without rebuilding everything from scratch.
Works across all report types — Available for user, form, assessment, pathway, event, goal, group, mood, note, routine, and employment reports.
⚙️ Key Details
Filters are restored automatically. When you click Edit and Run Again, all original filters are pre-selected — including multi-select options like specific forms, groups, or pathways.
The original report is not modified. Running again creates a brand new report. Your previous report and its file remain untouched.
Column selections are preserved. If you customized which columns to include, those selections carry over too.
💡 Best Practices
Use Run Again for monthly or weekly reports. Run last month's report again, update the date range, and generate — no need to reconfigure filters.
Use it as a template. Set up a report with your ideal filters once, then use Edit and Run Again as your starting point each time.
❓ FAQs
Where do I find the Run Again option?
On the Reports page, click the ⋮ menu on any completed report and select Edit and Run Again.
Does this overwrite my original report?
No. A new report is generated each time. The original report stays in your list.
Can I change the filters before running?
Yes. All filters are pre-filled but fully editable. Change whatever you need before generating.
Does this work for all report types?
Yes — it works across all report categories in Equip.
Who can use this feature?
Any user who has permission to run reports can use Edit and Run Again on their own reports.