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.

  1. Select Last Name or UserID from the drop down.
  2. Enter the user's last name or userID.

    To find all users whose last name begins with a certain letter, select Last Name in the drop down menu, enter the letter, and click Find. You can enter more letters to refine the list, but they must match the users' names exactly. For instance, "sm" will find the name "Smith," but "sim" will not.

  3. Select the Status of the user from the drop down. Select either Active or Inactive. You can select All if the user's status is unknown.
  4. Click Find.

    One or more users' names will display.

  5. Click the name of the desired user from the list of results.

    The report opens with the user's name at the top.

  1. Click Search for User By Demographic.

    A list of your organization's demographics displays.

  2. Select a value from one of the demographic drop-down lists.

    A list of users that are assigned that demographic automatically displays.

    Optionally, narrow the list of users displayed by selecting additional values from one or more demographic attributes.

    Note: Users must be assigned all selected demographic values in order to show in the filtered list.

    All users that meet the criteria for that demographic attribute are listed.

    If you expect to see a filter but don't, someone may have excluded it from the list of filters that display because it contained too many values. When a demographic attribute has too many values, the page may not load. To include it:

    1. Go to Audiences then Attributes.
    2. Locate the attribute in the list, unselect the check box in the Exclude from filters list column.
    3. Select Update. The unchecked attribute displays on all pages where you can filter by demographic attribute.
  3. Click the name of the desired user from the list of results.

    The report opens with the user's name at the top.

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.