Reports Tab

Menu Bar

The Menu Bar is found along the top of the Portal web site and can be accessed from any page or location within Portal.

Use the Menu Bar to navigate between tabs and access the User menu.

Tabs

Provides access to the Dashboard and Reports tabs. Selecting a tab changes the view and the information presented.

Folder

Houses a set of reports. Reports can be saved to the custom-created folder of your choice. Within each folder, there are sub-folders titled with the source (system) report's name. Multiple variations of the source report can be saved in the same sub-folder as different saved reports. Click the arrow next to any folder name to open or close the folder.

Available Reports

The list of available reports that can be run from Portal.

User Menu

Provides access to the Help, Change Password, and Logout options.

Column Headers

The columns provide associated details about the reports:

• Report - name of the report

• Description- short description of the report

• Category - the type of report, or category of information presented in the report

• Created At - date the saved report was created, or initially saved

Delete Button 

Deletes the associated report. Only reports saved in the custom folders have a Delete button. System reports in the System folder cannot be deleted.

Edit Button

Clicking this button for any report line item opens the Criteria page for reviewing and updating filter criteria and running the report.