Running a Report

To run a report

  1. In the Report Parameters box, select the following:

  2. In the Report Output Format field, select the desired output format.  To learn more about the different format types, refer to Formats of Report Output.

  3. In the Date Range field, enter the starting and ending dates for the report.

NOTE:  Depending upon the report, this field may not be available.

  1. In the Filter Parameters box, select the desired parameters:

NOTE:  The Filter Parameters box will display only if the report is configured for parameter selection by the user.

  1. Click Run Report.  The data will be displayed based upon the report output format you selected:

NOTE:  There is a known issue with Microsoft Excel 2000 that prevents a downloaded Excel file from being saved to your hard drive.  This is usually due to the file being opened in your Internet browser.  You may also be prompted for a username and password.  If you have this version of Excel, it is suggested that you use the Comma delimited (CSV) format, as it ignores the Internet browser when opening the file and sends the file directly to Excel.

  1. Click Return to return to the complete reports list.

 

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