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Create a Report

Note: Reports for an individual user can also be run from the User Information page.

To create a report

  1. Click Reports on the navigation bar.

    The Create a New Report page displays.

  2. Click the desired report category to display the list of available reports.
  3. Click the report you want to create.
  4. On the <Report Name> page, specify the desired filter criteria needed to run your report query. The fields vary depending on the selected report.
  5. In Output, select how you want the report displayed:
  6. (Optional) To save the report, enter a name in Report Title, then click Save Report.
  7. Click Run Report.
  8. If the selected output is Web Browser, the report displays immediately on the Reports page.
  9. If the selected output is PDF or CSV, the Report Generation page displays.
    1. Click Back to Reports to access the report. The report information displays in the Current Reports section.

      Note: Depending on the file size, PDF and CSV report outputs may take several minutes to download. All report queries requested in PDF or CSV format remain on the Reports page for 48 hours.

    2. To view a report, click the Download link in the Action column for the desired report.
    3. To delete a report, click Delete in the Action column for the desired report, then click OK in the message that displays.