5.4 Running Instances Report

The Instances report focuses on the Instances of a particular Insight Model. The report can show the Summary or Detail views.

Only users with the role InsightModelCreator/InsightExecutive/InsightAdmin can run reports.

To run the Instances report:

1. Click the Reports tab or the Reports Tile on the Home page.
   The Reports page opens.
2. Click Instances.

   Figure 5-5 Instance Report Screen

   
3. Select a suitable Report Format: HTML or PDF.
4. Select the required Template: Instances - Summary Report or Instances - Detail Report.
5. Select one model for which you want to generate the report in the Insight Model drop-down list.
6. Select one or more Most Recent Milestone(s) you want to be included in the report.
7. Select one or more Instance Status.
8. Select the Date Range.
   1. Select a Begin date from the calendar.
   2. Select an End date from the calendar.
9. Click Run Report to run the report with the provided details.
10. Click Reset to reset all the fields.

The Instances report is available.

Figure 5-6 Instances Report