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Reports Home Page

The Reports Home Page is where all available system and custom reports are housed. Clicking on the report title will open the report. Refer to System Reports for a detailed explanation of the 11 system generated reports. WIKI LINK MANAGE REPORTS PAGE : SYSTEM REPORTS

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A filter box at the top of the Home Page allows an individual to search by report title, by module, tag, or if the report was starred.

Reports Module Home Page Icon Explanations

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Explanation

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The star icon stars a report (marking the report as important). This acts as an additional filter, as you can filter by “Starred Only” on the Reports Home Page.

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The excel icon will download the report in an excel (.xlsx) file to your personal device.





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The download icon opens the Download Modal which allows an individual to select from seven different formats to download the report from a dropdown menu. Possible download formats are listed to the right.

WIKI LINK HOW TO: DOWNLOAD A REPORT

Comma Separated Values (.csv)

Tab Separated Values (.tsv)

Other Separated Values (.txt)

Open Document Format (.ods)

Excel 97 (.xls)

Excel 2007 and later (.xlsx)

PDF

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The chart icon opens the Chart Wizard Modal, allowing an individual to create a chart from the data generated by the report. WIKI LINK HOW TO: CREATE A CHART