Run reports

  1. Open Manager An Admin user who can manage and assign feedback, workflows, document, images etc.. The Document Management window is displayed.

  2. Click Reports. The Report Management window displays.

  3. Select the required report. The Report parameters pane displays.

  4. Complete the fields, as required.

  5. Click Run report. The report is processed in background tasks.

To display Background tasks:

  1. Click More menu.

  2. Select Background tasks. The Background tasks dialog box displays details of completed and failed background tasks.

  3. Choose the next step:

    To... 

    Then click... 

    View the report 

    Display report

    Save the report 

    Download csv

    Remove the report 

    Remove 

To manage Background tasks:

To... 

Then click... 

Remove details of all tasks 

Remove

Update the details displayed  

Refresh

Close the Background tasks dialog box without making changes 

Close