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 saved report to run from the list of reports.

 
2

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

The Criteria window displayed here is only an example. The available fields are specific to the report being run. 
3Select the filter and search parameters for the report.

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

  1. Click the Save As button. The Save As window opens.
  2. Enter the Name for the report.
  3. Open the Folder dropdown list and select a folder to store the report.
  4. Click OK.
4Click Run Report. The selected report page opens in Portal.

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.

 

 

 

 

 

Related Topics

Workspace (Portal)

Dashboard Tab

Reports Tab

Scheduled Tab

Messages Tab

Output Tab

Sample Report

Applying Filters (Portal)

Exporting Reports (Portal)

Customizing Portal Report Display

Related Training/Support Documentation

Not applicable for this topic

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