Running a Report

Overview

The “Filters” tab is the first step in running a report. All the reports that the software users has permissions for can be ran here.

Detail

To run a report, while on the “Filters” tab:

-Click the desired report

If you aren’t finding the desired report, use the search feature by clicking report search at the top, entering in the report name, and double clicking the desired report.

-Set the filters

Each report having its own logic. Available filters for reports vary from report to report and will automatically become available for the selected report

-Click Create Report.

Once the report is done running, the report will load on the Report tab.