How to Run a Report

To run a report, you must select the required and applicable filters in the Filters tab, and then click the Run Report button. Click here for an overview on report functionality.

Filters allow you to customize your report results. There are three types of filters: Primary, Secondary, and Other Filters. Filters will vary depending on the selected report as well as your user role and permissions.

From the Filters tab (1),

1. Select primary/persisted filters (2)
2. Select secondary filters (3)
3. Select other filters (4)
4. Click Run Report (5)
5. Review results displayed in the Reports tab (6)w
   
   

The Filters tab normally contains three sections of filters.