Running Standard Reports

To run a standard report:

  1. Select Go To > Reports > Standard from the Top Navigation bar, or select Reports >Standard from the Left Navigation bar.
  2. From the Tree pane, select a reports folder.
  3. From the List pane, select a report.
  4. Click Run Report to run the report using existing filters and output parameters. Click Run with Filters to modify filters or output parameters.
  5. To modify filters:
    1. From the Details pane, select the Filters tab.
    2. Click Expand All to expand the filter categories.
    3. Modify the filters.
    4. Click Run.
  6. To modify output parameters:
    1. From the Details pane, select the Output tab.
    2. Select an output format.
    3. Choose additional output parameters
    4. Click Run.

Related Topics

Working with Standard Reports

Saving and Customizing Standard Reports

Bookmarking Reports

Deleting Reports

Copying Reports

Managing Report Folders

Pre-defined Standard Reports



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Last Published Tuesday, June 9, 2020