Configure Reports page

You can change the reports and columns that are displayed on the Reports page.

Change the displayed reports

Do one of the following:

• Click List All Reports in the upper-left corner of the Reports pane.

  All reports in the system display.

• Toggle different viewing options within a report folder:

  1. Select a folder from the Reports menu.

  2. Select the report category you want to view from the Show above the Report Name column.

     • My Reports: Display reports you have created within the folder.

     • All Reports: Displays all reports within the folder.

     • All Report (include member reports): Display all default and member-created reports in the folder. Only available to sysadmin users.

     • Member Reports: Displays all member-created reports in the folder. Only available to sysadmin users.

Change the displayed columns

You can customize the type of data that is shown for your reports by selecting the columns to display.

You can add these columns to the Reports page:

• Created Date: Date the report was created

• Last Run By: User who last ran the report

• Last Run Date: Date the report was last run

• Last Modified By: User who last modified the report

• Last Modified Date: Date the report was last modified

The Last Modified fields update when:

• The report is initially saved via the Report Builder or created via XML import,

• Changes to the report are saved in the Report Builder,

• The report is updated via XML import.

The Last Run fields update when:

• The report is run manually

• The report is run using the My Favorite Reports or Dashboard Reports widgets on the dashboard

• The report is run via a scheduled job. In this scenario, the Last Run By field captures:

  • The user who created the scheduled job if the scheduled job runs automatically.

  • The user who initiated the run of the scheduled job if the scheduled job was run manually.

  Previewing a report does not update the Last Run fields.

To change the columns on the Reports page:

1. Hover your cursor over one of the column headers in the Reports table.

   A drop-down arrow appears on the right side of the column header.

2. Click the drop-down arrow in the column header.

   A menu opens.

3. Hover your cursor over the Columns option in the field.

   A list of columns appears.

4. Select the check boxes next to the columns you want in the Reports table.

5. Clear the check boxes next to the columns you do not want in the Reports table.

6. Click your cursor outside the field to exit the field.

   The columns you selected appear on the Reports page.