Running a report

The reports page can be accessed from the dashboard menu. If you do not see this option, contact the person in charge of user maintenance for your organization.

Classic

Classic

The reports page will list all reports for departments you have permission to. Each report can be run in one of three formats.PDF, Excel, CSV. Depending on how the report was built, it may be preferred to run in one format over another. Clicking the corresponding button will run the report.

Some reports may need additional parameters to run. You will be presented with a screen to fill in the missing parameters needed to run the report. Enter a value for each parameter, and click the button to run the report.

Depending on how your computer is set up, and which PDF reader you have installed, the report may open in a new window or within the browser. To print the document, make sure you use the print icon associated to the PDF reader and not the print icon for the browser. Clicking the print icon on the browser will cause a blank page to print.