Reports app
    • 12 Apr 2023
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    Reports app

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    Article summary

    This app generates reports (pre-configured and custom). 

    Run Individual Report

    1. Go to APPS :: ACTIVE :: REPORTS :: REPORTS.
    2. In the list, identify the needed report and click Run
    3.  The dialog to set parameters displays. 
    4. Click in Select start date (displays calendar) and select a beginning date.
    5. Click in Select end  date (displays calendar) and select an end date.
    6. Click Run Report (displays report on page). 
    7. In upper right corner, select an export option (Print or Download
    8. When done, click BACK.

    Customize Reports

    1. Go to APPS :: ACTIVE :: REPORTS :: REPORTS
    2. Click on Run (displays dialog).
    3. Click CUSTOMIZE (displays dialog). (If button is not shown, customization is unavailable.) 
    4. In the dialog, select appropriate items, then click APPLY.

    Renew Subscription

    1. Go to APPS :: ACTIVE :: REPORTS :: SUBSCRIPTIONS
    2. Click Request Renew (opens dialog). 
    3. On Select Subscription drop-down, select one.
    4. (as needed) In Type additional message (optional), add details.
    5. Click REQUEST (displays success dialog). 



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