Reports Page

Overview

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

How to Get Here?

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

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.

Button	Shortcut Keys	Description	Step-By-Step Guides
Run	[Alt] + [R]	To execute a report from the list of reports.	Running 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.	Select a report to be deleted. Click Delete. The report is deleted from the system.