Using the Report Manager

From the Report Manager you can:

  • Run standard reports, which are grouped into categories
  • View, run and create custom reports in the Report Wizard
  • View and edit report schedules
  • Download batch reports that have been saved in a file
  • Configure access permissions for standard reports

Manage Scheduled Reports in Report Manager

You can view, edit and delete report schedules from the Report Manager. You can also run scheduled reports immediately in the browser. System administrators can view the schedules for standard and custom reports, but non-system administrators can view the schedules only for standard reports. 

To view and immediately run report schedules, your user role must have at least read-only access to the Report Scheduler feature in System Roles (Manage Features > Report Categories). To edit and delete report schedules, your user role must have unrestricted access to the Report Scheduler feature.

Deleting a scheduled report does not delete the report, just its schedule.

To view, edit and delete report schedules

  1. Go to Home > Reports > Report Manager.
  2. Click Scheduled Reports. 
  3. To delete one or more scheduled reports, select their check boxes and click Delete.
  4. To view a report's schedule, click its name. The Schedule Report Properties page opens.
  5. Update the schedule details as required and click Set Schedule to save it.

Download Batch Reports

Batch reports are reports that are output to a file (for example, CSV or PDF) and completed scheduled reports.  Batch reports can be downloaded from the Report Manager.

To view or download batch reports, your user role must have at least read-only access to the Report Manager feature in System Roles (Manage Features > Report Categories).

To view or download batch reports

  1. Go to Home > Reports > Report Manager.
  2. Click Batch Report. The Batch Report page opens. It lists batch reports in reverse order of when they were generated.
  3. Click the name of a report to either view it or download it, depending on its configured output format.

Configure Standard Report Permissions

You can configure access permissions to standard reports to specify the users that can access them. To run reports, users must at least read-only access for the corresponding report categories features in System Roles.

To configure report permissions for users, your user role must have unrestricted access to the Report Manager feature in System Roles (Manage Features > Report Categories).

To configure standard report permissions

  1. Go to Home > Reports > Report Manager.
  2. Go to Report Permissions.
  3. Click the name of the report you want to configure permissions for. The Permissions Selector opens in a new window.
  4. Select the users for read-only access (you do not need to specify unrestricted access).
  5. Click Save.
  6. Click Close.