- 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.
- On the REPORTS menu, under the Reports submenu click Reports.
- 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.
- Enter the Start and End dates for the date range for the report generation.
- 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.
- Click Run report.