Create a Report
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
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
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
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
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
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
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