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

  • Managing report folders.
  • Managing access to User Portal reports.
  • To share the report:
    1. From the generated report, click Share.
    2. To create a password-protected link and generate a password automatically, select the Password protected option.
    3. Click Generate link. You can copy the link and the password for the link before closing the dialog box.
  • To export the report:
    1. Click either csv, pdf, pdf (b&w print) or tsv.
    2. Follow the instructions for your browser to download and save the report.
  • To edit a report:
    1. Click OR, to create and edit a copy of the report click for the relevant report.
    2. Make your changes and click Update.
  • To delete a report, click for the relevant report.