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

Step-By-Step Guide

1

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

2

Click Edit for the selected report. The Criteria page opens.

Note
The Criteria window displayed here is only an example. The available fields are specific to the report being run.

3

Note

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

Click the Save As button. The Save As window opens.
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Enter the Name for the report.
Open the Folder dropdown list and select a folder to store the report.Enter the Name for the report.
Click OK.

4

Click Run Report. The selected report page opens in Portal.

Info

Refer to the Customizing Portal Report Display topic for additional details on configuring your report.

Refer to the Exporting Reports (Portal) topic for additional details on exporting the report results.

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