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Overview

The Reports page is used to conveniently generate standard reports found in Connect Portal.

From the Home Page:	From the Menus:
Click Reports from the Manage list	Open the Manage menu and select Reports

Connect Documentation > Reports / Modern Tab > Reports_Page.png

Field	Type	Required	Description
Name	Read-only (Pulled from system Reports)	Yes	The name of the report folders and the reports housed in the folder.
Description	Read-only (Pulled from system Reports)	Yes	The high-level description of the report.
Category	Read-only (Pulled from system Reports)	Yes	The category classification of the report. The available categories include: Financial, Aging, Productivity, Management, Third Party, and System.
Created At	Read-only (Pulled from system Reports)	Yes	The date the report was created.

Run

[Alt] + [R]

To execute a report from the list of reports.

Delete

[Alt] + [D]

To delete a report from a folder.

Only customized reports can be deleted. System reports found in the System folder cannot be deleted.