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Step

Result

1

To access reports, navigate to Administration > Reports.

Administration > Reports menu

2

The system displays a list of report groups and their descriptions. To access specific reports, click on the group name.

Report groups

3

The list of reports in the group appears. To open a report, click on the respective link.

Info

Note: If a report requires search parameters, the corresponding search page opens. Some reports are run directly without additional parameters, in such case the resulting report is shown.

List of General reports

4

To return to the full list of report groups, click either Reports in the main toolbar in the top part of the page, or click Back to Groups in the report toolbar above the parameters screen.

To return to the list of reports in the group, click Back to Reports in the report toolbar.

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Main Administrative toolbar

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Report Administrative toolbar

5
Note

Note: If you have Administrative access to the reports, you will see additional buttons in the toolbar.

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Main toolbar

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Report toolbar

5

To edit report settings, click either Administration in the main toolbar in the top part of the page, or click Back to Edit Screen in the report toolbar.

To run exports of specific reports on a regular basis, click Scheduled Reports in the main toolbar in the top part of the page.

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Main Administrative toolbar

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Report Administrative toolbar