Running a report

To run a report:

In the main menu bar, click the Reports menu.
Navigate to the report you want to run.
Click the report name. If the report has no prompts, this runs the report. If the report has prompts, continue to step 4.
Answer the prompts(s) as needed.
Click Run Report to run the report.

Other Report Actions

In the report folder, there are action links available for each report. These are displayed as hypertext links under the report in icon view and as icons to the right of the report in list view. The following actions are available:

Edit Click to display the report in Design Mode, where you can make edits.

Subscriptions Click to go to the My Subscriptions page, where you can create subscriptions to this report.

Send Now Click to send the report to an email address. If the report has prompts, you must answer the required prompts.

Export Click to export the report in a format that can be opened in other applications. If the report has prompts, you must answer the required prompts. You can specify the file type and other formatting options for exporting the report. The defaults are set in Export Reports user preferences and Export project defaults. You can save the report, save a copy of the report, or open the report without saving it.

PDF Click to display the report in PDF format. If the report has prompts, you must answer the required prompts. You can change default PDF settings. The defaults are set in PDF Reports user preferences and PDF Reports project defaults.