Running Reports (Portal)
Complete this task to run or execute a report in Portal.
Step-By-Step Guide
Step | Instructions | Additional Information |
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1 | From the Reports tab, identify the saved report to run from the list of reports. |
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2 | Click Edit for the selected report. The Criteria page opens. | The Criteria window displayed here is only an example. The available fields are specific to the report being run. |
3 | Select the filter and search parameters for the report. | To save the search/filter criteria for reuse the next time the report is executed:
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4 | Click Run Report. The selected report page opens in Portal. | Refer to the Customizing Portal Report Display topic for additional details on configuring your report. Refer to the Exporting Reports (Portal) topic for additional details on exporting the report results. |
Not applicable for this topic