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.
| The Parameters window displayed here is only an example. The available fields vary depending on the report being run. |
| 3 | Select the filter and search parameters for the report. | To save the search/filter criteria for reuse the next time the report is executed:
|
| 4 | Click Run Report. The selected report page opens in Connect Back Office. |
Related Topics
Dashboard Tab
Moving Between Pages
Applying Filters
Sorting, Resizing, and Reordering Columns
Related Training/Support Documentation
Not applicable for this topic