Run a Custom Report

When you run a custom report, you have the following options:

• Run the report immediately in the browser
• Run the report immediately in batch reports
• Schedule the report to run at a specified time, once or at regular intervals

You can also add the report to the My Reports tab in the Dashboard.

You can run custom reports from the Report Wizard. The custom reports available to you depend on your access permissions for them. Your user role must also have at least read-only access to the Report Wizard feature in System Roles (Manage Features > Report Categories).

To create a schedule to run the report automatically, your user role must have unrestricted access to the Report Scheduler feature in System Roles (Manage Features > Report Categories).

To run a custom report

1. Go to Home > Reports > Report Manager. The Report Manager opens.
2. Click Report Wizard. The Report Wizard opens and lists existing custom reports (grouped by report type) to which you have access.
3. Click the Report ID of the report to run. The report opens in a new window.
4. If you created the report, click Summary to go to the report summary.
5. Select the output format for the report.
6. Select the parameters for the report.
7. Click one of the buttons corresponding to how you want to run the report:
   • Run now in browser
   • Run now in batch reports
   • Schedule

Additional Information

Create a Custom Report

Schedule a Report

Add a Custom Report to the Dashboard

About the Report Manager