Report Streams

Overview

Report streams allow you to run multiple reports at once, which can then be printed, exported or emailed. This is useful for users that are running the same groups of reports as you can start the stream and have the results sent to you once completed.

Detail

To add a report to a Report Stream:

-Navigate to the My Favorites section

-Find a report that you’re want to add to a report stream

-Right Click the report

-Select Add To Report Stream

-Select the Report Stream the report should be added too

To run a Report Stream

-Navigate to the Report Stream section

-Select the desired Report Stream

-Click Begin Stream.

8.2 – Report Streams

Once you click report stream, the software will allow you to set any desired filters for the report highlighted to the left. Once you set the filters for the report click next report.

Once the filters are set for each report and you click finish stream, you’re given the option of how you want the reports delivered, where you set your preferred option and click ok. The reports will process, and the reports delivered.