Run a Report

You can run all Compliance reports from the Reports menu, and additionally, you can run user related reports for a specific user from the User Information page. You can customize most reports by modifying filters and other options. However, some reports display the results immediately in the browser window, and some reports are only available in CSV format and will download to your Downloads folder.

Run reports from the Reports menu

All reports are available from the Reports menu.

  1. Click the Reports menu and select Advanced Reporting.
  2. Click a report category such as Group Reports or User Reports.
  3. Click the desired report under the expanded category.

Run user reports from the User Information page

Only user related reports are available from the Users menu.

  1. Click the Users menu and select User Information.
  2. Click the administrative functions drop down.
  3. Select the desired report from the list.
  4. Find the user for which you want to run the report.

To find the desired user, you can search by Last Name, User ID, or Demographic.

Once you open the report you want to run, customize the report parameters and filters, and then save the report to edit it later, or Run the report to see the results.