Running Reports

To run reports:

1. On the Workflow tab, under Other, select Report Execution.

2. In Report Execution, in Report Groups, select a report group.

3. In Reports, select a report.

   To filter the display listing by a report name within a report group, enter the name of the report in the blank entry line above the Name field and press Enter. For example, to view only reports beginning with Account, enter Account and press Enter.

   To filter the display listing by a base query name within a report group, enter the query name in the blank entry line above Query.

4. Click Execute.

5. When prompted, enter parameter values on the Generate Report screen.

   1. If applicable, modify the Period, Category, and Location values.

   2. From the Report Output Format, select the output format.

      Available output formats are:

      • PDF

      • HTML

      • EXCEL (.XLS)

   3. From Execution Mode, select the online method of running the report.

      The online method processes the report immediately.

   4. Click OK.