Running Reports

6 articles

Running Reports

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 filt…

Updated by Cheryl Wallace

Using Quick Filters for Reports

The Filters tab is automatically displayed when a report is launched. It contains shortcuts to enter the most commonly used simple filters for a specific report. One or more filters can be entered. S…

Updated by Cheryl Wallace

About Advanced Filters for Reports

The Advanced Filters tab is used to construct and apply a filter to a report. save a filter to be reused on a report. retrieve a saved filter to apply to a report. Advanced Filters…

Updated by Cheryl Wallace

Using Advanced Filters for Reports

Before running a report, there are parameters that can be entered to narrow the results. To further filter results, criteria can be added on the Advanced Filters tab. Click to run/export the report.…

Updated by Cheryl Wallace

Changing the Sort for Reports

The Filters tab is automatically displayed when a report is launched. It contains shortcuts to enter the most commonly used simple filters for a specific report. One or more filters can be entered. S…

Updated by Cheryl Wallace

Emailing Reports

Any report can be sent by email to one or more users or entities where the email address is configured or any manually entered email address. Launch the desired report. Enter any desired quick Filter…

Updated by Cheryl Wallace