Reports

The Reports page is where you can view and manage your reports and reports created your company. You can:

• Run or schedule a report

• Add reports to your dashboard

• Create a report from scratch or use a global report template in Report Builder.

• Edit a report

• Delete a report

• Import and export reports

• Export Report List to Excel

• Configure the Reports page and report folders

Find a Report:

1. Click Reports in the toolbar in the upper-right corner of the window.

   

   The Reports page opens.

2. Navigate to the report you want by selecting folders in the Reports menu, or search using the Search field:

   1. In the upper-right corner of the Reports pane, enter the report name in the Search field.

   2. Click Search.

      Reports matching your search criteria are listed in the Reports table.