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Manage Your Reports

How do I run my report?

How do I download a report to my system?

How do I know when the report is finished?

Can I run my report again?

How do I view my report?

Can I view reports created by other users?

 

How do I run my report?

Just go to Reports and select the report template for which you want to run the report and then select Run Report from the quick actions menu.

How do I know when the report is finished?

When you select Run Report from the quick actions menu, the report compilation will start. As soon as the report is generated, the report is displayed on the screen. We do not support saving a report.

How do I view my report?

Go to Reports, select the report template, and then select Run Report from the quick actions menu. The On-Screen Report is ready for viewing purpose.

How do I download a report to my system?

The On-Screen Report displays the latest data and is available only for viewing. The On-Screen Report cannot be saved or downloaded to your system.

Can I run my report again?

Yes. Just go to Reports and select the report template for which you want to run the report and then select Run Report from the quick actions menu.

Can I view reports created by other users?

This depends on your user role. Reports are available to users in this way:

- Managers and users with all permissions have access to all reports.

- Reader user cannot create or edit report templates but can only view reports.