Reports

Overview of the Reports

The Reports provide tools for users to create and download custom reports.

Create a Report

1. From the Reports page, click Create Report.
   

2. Complete the fields in the Report Details section as follows:

   • Report Name: Enter a descriptive name.
   • Available Fields: Select one or more fields to include in the report.
   • Date: Select this toggle to include the current date on the report.
   • Time: Select this toggle to include the current time on the report.
     

3. In the Report Filters section, select the criteria that will be used to filter the report. You must specify at least one filter.

4. Click Create Report. The application generates the report and displays it on the Reports page. The report will show a status of In Progress until it is completed, at which point the status will change to Success.

Download a Report

Take the following steps to download a report.

1. From the Reports page, locate the report you wish to download.

2. Click the menu icon at the end of the report's row and select Download.
   

3. The application saves the report in your Downloads folder.

Delete a Report

caution

You cannot undo the deletion of a report. Make sure you do not need the report before deleting it.

1. From the Reports page, locate the report you wish to delete.

2. Click the menu icon at the end of the report's row and select Delete.
   

3. Click Confirm in the confirmation dialog and the selected report will be deleted.