Data View Summary

You can view the list of reports available for download, from the Data view summary. Use one of the following criteria to view various reports.

To access the Data View Summary:
  1. To access the Data View page, click Reports for Download in the System Configuration tab. The Data Reporting - Data View Page is displayed.
    The list of seeded reports in displayed, with the following details.
    • Name - The unique name of the report.

      Click the report name to view the report details.

    • Description - The detailed description about the report.
    • Created By - Displays the User ID of the user who created the report.

      Click More Options (three dots), to view the following details related to report creation and modification.

      • Created Date - Displays the date and time of the creation of the report.
      • Last Modified By - Displays the User ID of the user who last modified the report.
      • Last Modified Date - Displays the date and time of the last modification of the report.
      • Authorizer - Displays the User ID of the authorizer who approved the report to be displayed in the window.
      • Authorizer Comments - Displays the comments entered by the authorizer when approving the report to be displayed in the window.
    Use one of the following options, to filter and view a specific report.
    • Enter the specific search terms in the Name, Description, or Created By fields, or use a combination of the fields, and click Search. The reports matching the search criteria are displayed.
    • To sort reports, click the Sort By drop-down and select from the options: Name, Description, or Created By. The reports are displayed in ascending order for the selected option.
  2. Click the report name, to view the report details.
  3. Click More Options (three dots) next to the Report name, to perform the following tasks:
    • Click Export from the drop-down list, to export a report. For more information, refer to, Exporting a Report.
    • Click Download Reports from the drop-down list, to download a report in the CSV format. For more information, refer to, Downloading a Report.