Run Reports

You run reports from the Actions menu.

To run a report:

  1. Select Run from the Actions menu.
  2. Select options for the filters and

    If you have previously saved filters for this report, these display at the top of the Filter dialog. Click the arrow next to Saved Filters to expand the list, then click to select the filter and define options as desired.

  3. When finished, click Run Report.
  4. To add charts to the report, click Chart Library to expand the area.
  5. Click the Chart Library icon .
  6. Enter a name for the chart in the Title field.
  7. Enter a Description, if desired.
  8. Select the type of chart from the list of options available on the left. A sample is displayed on the right.
  9. Click Save to Chart Library when done.
    The chart displays in the Chart Library for this report. You can use this saved chart the next time you run this report.
  10. Click the Export as.. button and select CSV, PDF, XLS, or one of the image formats displayed.