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Manage Reports Page: System Reports

The System Reports Tab houses the System Reports table and the possible system generated reports that are based on data from the Accounts, Finance, and People Modules.

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System Report Context Menu Explanations

Option

Explanation

Run Report

Selecting “Run Report” will run the selected report and take the individual to the report page showing all the data within.


How To: Run a Report

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Download Report

Selecting “Download Report” will open the Download Modal, providing a dropdown menu with seven different formatting options for the download.


How To: Download a Report

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Permissions

Selecting “Permissions” will open the Assign Permissions Modal.


How To: Assign Permissions to a Custom Report

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How To: Assign Permissions to a System Report

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