Click on images to expand them.
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. 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. Note: If you have Administrative access to the reports, you will see additional buttons in the toolbar. |  Main toolbar  Report toolbar |
| 5 | To edit report settings, click Back to Edit Screen in the report toolbar. To view which reports are scheduled to run on a regular basis, click Scheduled Reports in the main toolbar in the top part of the page. To perform other configuration tasks, click Administration in the main toolbar in the top part of the page. |  Main Administrative toolbar  Report Administrative toolbar |