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 reports you want to generate and then select the format: CSV, XLS, XLSX, HTML or PDF.

    Note:

    XLSX is not supported for graphs. HTML and XLS are not supported for graphs and charts.

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

    The system displays a "Completed Successfully" status message.

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