Contents of the Reports Management Screen

View report details such as the name, type of report, and date created.

Contents

Field Description
Report Type Select the type of report to filter on: All Modules, Core, Core HR, Cross-posting, Development, Learning, Performance, Recruiting, Referral.
Modules Select the module whose reports you want to view: My Reports, Shared Reports, Standard Reports. Favorite Reports, All Types.
Search Enter a keyword in this field to trigger a search of report names, descriptions, and any tags created. The search results display only the reports that you own or that have been shared with you.
ID This column displays the reference number assigned to the report.
Type This column indicates the type of report.
Module This column displays the module associated with the report.
Name This column displays the name of the report. To modify the name, double-click it. Edit the name. Click the Save check mark icon, or click the Cancel icon to keep the original.
Description This column displays details about the report. To modify the description, double-click it. Edit the description. Click the Save check mark icon, or click the Cancel icon to keep the original.
Report Owner This column displays the owner of the report, when viewing Shared or Favorite reports.
Created This column displays the date the report was created.
Last Run This column displays the date the report last ran.
Public This column indicates whether the report is visible to all other users in your company.

Buttons and Actions

Field Description
Show All Reports/Favorite Reports Click this button to toggle the display between all reports or favorite reports only.
Run Click this option and define Filter options to tailor the results of your report, then click Run Report.
Copy Click this option, modify the name and description as needed and click Copy Report. The report is now accessible when filtering on My Reports.