View, delete or export reports

To open the Reports Center, click Reports on the main menu.

View a report:

  1. Click the category under which the report is located.
  2. Click on the report from within the category.

Example: If you're looking for a particular billing errors report:

  1. Open the Reports Center.
  2. Click on the Billing Discrepancies sub-menu. A list of all reports that can be generated or that have already been generated and saved.
  3. When you find the report you want to view, click on it. The report, with all its parameters and data, opens.

Delete a saved report:

You cannot delete Base-line reports. You can only delete reports you have saved.

  1. Click the category under which the report is located.
  2. Click on the report from within the category.
  3. Click the X in the report's entry. A confirmation message appears.
  4. Click OK.

Note: Report deletion cannot be undone. Make absolute certain that you don't need a report before you delete it.

Export a Report

Depending on the report, you can choose to export report data, visuals or both. Not all reports support graphs and do not have a Visual tab - these reports can only be exported as Data reports.

  1. Open the report you want to export.

  2. Select the Data or Visual tab. The Export form opens.

  3. If applicable, edit the Name of the report.

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

  4. Select or clear Data or Visual.

  5. If you selected Data, select the Type: Flat, Collapsed, or Expanded.

    Note: Regardless of whether a report is a flat report or a nested report, it can be exported in flat data format. Unless your report is nested or grouped, it will automatically be exported as flat.

  6. If you select Visuals:
    • Select the graph. You can choose more than one.

    • Select the Format.

  7. Click Apply. Your report automatically downloads.

Your report is exported as a ZIP file. Inside this ZIP file, you'll find all of the graphs you created as PNG files, as well as a text document outlining all of the filtering customization for your graphs and report grid, and an Excel sheet with the report grid.

Export graphs individually:

  1. Select the Visual tab.
  2. Click More Options for a specific graph displayed in the Visual tab. A drop-down menu opens.
  3. Click Export. The graph automatically downloads as a PNG.