Generating reports

  • You can set up your User Portal so that your users can run reports from there too.
  • Clicking Create report instead of Update doesn't overwrite the existing report.


  1. On the REPORTS menu, under the Reports submenu click Reports.
  2. Click on the report folder to view available report templates. If the available reports are further subdivided by report type, click the report type folder to view available report templates.
  3. Enter the Start and End dates for the date range for the report generation.
  4. To view and change permissions, click Advanced », click the Permissions tab and then click the links to open the dialog box and select your options.
  5. Click Run report.

Follow-up tasks