Running Reports

Updated by Cheryl Wallace

The general steps to running any report are the same. Reports will display all relevant data unless filters, or criteria, are entered to narrow the data included on the output. Quick or advanced filters can be added to narrow the results.

Reports can be viewed on the screen, printed, saved to file, emailed, or scheduled to send automatically by email.

Watch our videos: reporting overview, using filters, and scheduling reports.
  1. Click Reporting on the left side menu then click Reports.
  2. Navigate to the report to run by expanding the corresponding folder for Transactions, Inventory, Personnel, Locations, Purchasing, Service, Transfer Rentals, or Utilities.
  3. Launch the report using any of these methods:
  • Double-click the report name.
  • Right-click on the report name and select Run Report on the shortcut menu.
  • Select the report to highlight it then click on the reports toolbar.
  1. Enter any quick filters, if needed, on the Filter tab using the provided picklists and text boxes for the most common filters for this report. See Using Quick Filters for Reports.
  2. Click Advanced Filter to add any filter criteria, simple or compound, to the report or to select a previously saved filter. See Using Advanced Filters for Reports.
  3. Click Sort to modify the default sort order, if desired, of a non-templated the report. See Changing the Sort for Reports.
  4. If emailing the report output, click Email then select the attachment file type and add any users or email addresses to receive the report. See Emailing Reports.
  5. Generate the report using the report output toolbar.
    • Click to view a PDF preview of the report in another tab which can be sent to the printer.
    • Click to send the report by email as the selected file type attachment to the specified recipients.
    • Click to launch the Create Scheduled Report dialog to send the report on a recurring reschedule or at a later date and time.
    • Click to save a PDF file of the report.
    • Click to save an Excel file of the report in .XLSX format.

To change the logo displayed on reports, upload a new image file in Settings found under Utilities on the left side menu.

See also:

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