6 Viewing Reports

This chapter describes the process for viewing reports that have been generated.

Users with the Advanced Reporting User, Advanced Reporting Reader, or Advanced Reporting Administrator authority profiles have access to the report outputs. Reporting users and readers have access to reports they have scheduled or are the recipient of; reporting administrators have access to all report outputs.

To access the Report Outputs, select the Report Outputs option in the Reports navigation menu.

The report outputs are stored in a library of folders, which can be nested within a hierarchy. The folder is specified when the report is scheduled to run. The folder structure has separate areas for reports, KPIs, and data extracts. The number of entries within each folder is indicated.

Figure 6-1 Report Outputs Page

Locate a report by navigating through the folder hierarchy, or using the search box. The columns can be sorted in ascending or descending sequence.

Selecting a folder in the left-hand pane shows its report outputs in the right-hand pane with columns for the report name, date and time the report ran, the name of the user who scheduled the report, the number of rows that appear in the report, and links to the actual reports.

The list is filtered to just show reports that the user is permitted to access.

For KPI results, the list shows the schedule description, the run date and time, who scheduled it, and the actual calculated value. All the KPI information is shown in the list, so for KPIs there is no Report Output record to open.