Access to Reports
For users with access to the Reports tab, the Reports Page includes links to reports and reporting-related functionality. To display the Reports page, click the Reports tab or its Reports Overview menu link. For information about this page, see The Reports Page.
In addition to Reports page links, many reports may be available from menu links. The reports that a user can access, either from the Reports page, or from menu links, depend on the user's assigned role and its permissions, the center being used, and the account's enabled features. For questions about roles or permissions, contact your administrator.
Summary and Detail Reports
-
Many reports have summary and detail versions available.
-
Reports listed at the first level under a category are summary versions. You can click a report menu link to display the report.
-
Each summary report with an available detail version has the following links:
-
Customize Summary: displays the summary version of the report in the Report Builder, or in the Financial Report Builder (financial statements only).
-
Detail: displays results for the detail version of the report.
-
Customize Detail: displays the detail version of the report in the Report Builder, or the Financial Report Builder (financial statements only).
-
-
Reports with no detail versions have Customize Summary links.