Create a report

  1. Click the report category. The category opens to show all the report types associated with it.
  2. Click on the report title. The Report opens in the left-hand pane.
  3. Adjust the timeline:
    1. Click Range Type.

    2. Select the Range Type: Recent Months, Calendar Year, or Fiscal Year.

      Note: For Fiscal Year, you must select a quarter: Q1, Q2, Q3, or Q4.

    3. Click on the arrows on either end of the timeline. The data in all widgets updates automatically.

      OR 

    4. Click a month in the timeline to select.

  4. Add or Remove columns and filters.

    Note: By default, all possible parameters are included in the report.

  5. Click Generate in either the Data or Visual tab. The contents are previewed in the bottom portion of the screen, either as a grid on the Data tab or as graphs on the Visual tab.

Save a copy

  1. Scroll to the Data tab.
  2. Click Actions.
  3. Select Save Copy. A pop-up opens.
  4. Enter a name for the report copy.

  5. Click Apply. The name of the report appears in the Report Menu under its appropriate category.

Note: When saving a copy of a report, any graphs that have been created is transferred over to the copied report. A time stamp and the word "copy" will come after the graph title when it has been copied from another report.

Change the name of a copied report

  1. Click on the pencil icon next to copied report. A pop-up opens.

  2. Enter a name.

    Note: You can't export your report if you try to save a report with a name containing the following special characters: {, }, [, ], <, >, *, /, \, :, ?, ", or |. If you attempt use any of these characters in a file name, an error message appears blocking your action. In this event, click OK to close the error message, and then enter a file name without these characters.

  3. Click Save.