Running Reports On-Demand

Perform these steps to configure report settings and immediately run a report.

To run a report on-demand:

Click Reports.
On the Report page:
1. Click the Reports tab.
2. Select a report.
3. Click Run....
In the Run Report dialog box:
1. In the Schedule Name field, enter a name for the report.
2. In the Template list, choose a template to apply to the report.
3. In the Output Format list, choose a file format for the delivery of the report.
4. In the Delivery Type list, choose to have the report sent through email or display the file immediately.
  - If you chose Email, click  Send Email and enter or select email addresses for the intended report recipients.
  - If you chose File, the report will display after you click Run.
5. If you chose Email, in the Notification section, choose to send yourself a status notification of the report run.
6. In the Report Parameters section, specify values for the parameters in the Field Name column. You can enter values directly in the field or double-click in the field and click Select to open a selection dialog box.
  Notes:
  - When selecting project parameters, if you choose to add an EPS to the Selected Projects list, only the projects directly under the EPS are added. If additional EPS elements are under the parent EPS, these projects will not automatically be included in the report; however, you can select additional EPS elements and add them to the Selected Projects list.
  - To avoid system performance issues, be as specific as possible when entering values for reports. Narrow down your choices to include only what is absolutely necessary.
7. Click Run.

Tips

When you choose to run a report to be delivered as a file, if the report takes longer than 20 seconds to complete, it will be run as a job service and you will be notified when the report is complete.

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