Create a Report

Add Columns
Select the columns you want to include in the report. Click the Columns area to expand it. To add a column to the report: Select the type of informatio...
Tue, 9 Mar, 2021 at 1:55 PM
Add Filters
You can use filters to narrow the report results. For example, you might want to limit the report to items with a specific status or items assigned to a ...
Tue, 9 Mar, 2021 at 1:55 PM
Add Sort Options
You can choose a column (or columns) to sort the report by. If you select multiple sort columns, the report will be sorted by the first column in the lis...
Tue, 9 Mar, 2021 at 1:56 PM
Create a Report
You can create reports that focus on the information that’s most important to you. Your personal reports appear in the My Reports and By Category areas o...
Tue, 9 Mar, 2021 at 1:50 PM
Download the Report Results
To save a copy of the generated report, click the Download arrow, then select a file format. Follow your browser instructions to save the report.
Tue, 9 Mar, 2021 at 1:58 PM
Generate the Report
When you’re finished setting up your report, click Generate. The report is shown on the left. Click a file or folder in the report to view it.
Tue, 9 Mar, 2021 at 1:56 PM
Save the Report Configuration
To save the report settings so you can generate this report again, click Save. Enter the report title, category, and description, then click Save As. The...
Tue, 9 Mar, 2021 at 1:57 PM