Working with Reports

This is a Line Manager guide on general reporting functions.

View and re-run a report

  1. Access the Main Menu > Dataviews & Reports > Report Library.
  2. Click Run Report for a list of all available reports.
  3. Select the report and define parameters > Run Report.
  4. From Report Library, locate a report and click the right arrow Right arrow icon..
  5. From the panel, you can:

View a report

Click View Report.

Re-run a report:

Click Re-Run.

Main menu with run report button highlighted.Select report options menu.
Report library menu.
  1. Review and, if necessary, change the report parameters.
  2. Select the Output format
    • PDF
    • Excel
    • Interactive
  3. Click Run Report.
  4. When the report is finished, click OK to open the report.

Delete a report

  1. Select a report by clicking the arrow from your Report Library and click Delete to the right of the page.
  2. When the Warning message appears, click Yes.
Selected report with right arrow highlighted.Delete report warning message.