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Complete this task to run or execute a report in Portal.

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the Reports tab, identify the report to run from the list of reports.

 
2

Click Edit for the report. The Criteria page opens.

Note
The Parameters window displayed here is only an example. The available fields vary depending on the report being run. 
3Select the filter and search parameters for the report.
Note

To save the search/filter criteria for reuse the next time the report is executed:

  1. Click the Save / Save As button.
  2. Enter the Name for the report.
  3. Click OK.
4Click Run Report. The selected report page opens in Connect Back Office. 

 

 

 

 

 

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titleRelated Topics

Workspace (Portal)

Dashboard Tab

Reports Tab

Sample Report

Moving Between Pages

Running Reports (Portal)

Exporting Reports (Portal)Applying Filters

Sorting, Resizing, and Reordering Columns

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titleRelated Training/Support Documentation

Not applicable for this topic

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