Generating the Report

Generating reports is the final step in the process. After a Service Administrator has built the custom report, any user granted access can generate the report.

To generate reports:

  1. From the Home Page, click Reports.
  2. Select a tab:
    • Task Manager Reports
    • Supplemental Data Manager
  3. Select the report you want to generate.
  4. Select the Output Format from one of the following:
    • XLSX - not supported for graphs.
    • XLS - not supported for graphs and charts.
    • HTML - not supported for graphs and charts.
    • PDF
    • CSV - does not use a template and is better at faster data retrieval.
    • CSV (Formatted) - is best suited for a simple data table with formatted data and does not support images, graphics, or styling in the template.

      Note:

      The CSV (Formatted) format takes additional time to generate the report to honor template formatting when compared to the CSV format. Therefore, you can select CSV to generate the data quickly or CSV (Formatted) to generate formatted template based data.

  5. Click Generate.
  6. Enter the Name, Schedule, and Period from the drop down menus.
  7. Click Generate.

    When done, the system displays a "Completed Successfully" status message.

  8. Select Open with or Save File to save the ZIP file.