Online Help | Web App

Running summary reports

When you "run" a summary report, you generate the report with the actual data. After viewing, you can print out the generated report or export it to another format.

To run a summary report:

  1. Choose Reports > [Report Category] > [Report Name] from the navigation menu.

  2. Double-click the report you want to run. If the report requires parameters, the Report Parameters window opens. Specify parameter values and click OK.

  3. The report appears in the new browser window. Choose what you want to do next:

    • To export the report, click the Export button and choose the export format.

    • To print out the report, click the Print button, specify the print options, and click Print.

  4. Close the preview window.