For customizable reports, configure filters for data inputs, and define the columns
to include in the report output.Note: You can perform filtering and customize report
output for standard reports, however, you cannot automate standard report
generation.
Tip: If the BYOK encryption feature is enabled,
performance constraints are applied to customizable reports. In this case, it is
recommended that the report scheduling functionality is used to obtain a report with
complete data rows. See
Schedule a Report.
For Standard Reports:
-
From the Report Library list, select a standard report
type (Type column = 'Standard). The report page opens in
a new browser tab.
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Using the Date Range section, configure a date range and date type to report
on.
Note: Some report date ranges are limited to a certain period of time (for
example, one year).
-
From the report filters (Additional Settings section),
select which data sets to report on.
Note: Each report features a specific set of data filters. For more information
about available filters, see the relevant report page.
-
Click to generate the report. See Report Output Types.
For Customizable Reports:
-
From the Report Library list, select a customizable
report type (Type column = 'Customizable'). The report
page opens in a new browser tab.
If you need to modify a saved customizable report (My
Reports section), click the blue text for the report in the
Report Name column.
-
From the report filters, select which data sets to report on.
Note: Each report features a specific set of data filters. For more information
about available filters, see the relevant report page.
-
Using the date range configurations, specify a date range and date type to
report on.
Note: Some report date ranges are limited to a certain period of time (for
example, one year).
-
Click .
-
In the pop up, using the menu options, configure the columns to include (or
exclude) in the report output.
Note: A red asterisk (*) indicates a required field.
The Available Columns section (left side) displays
optional data fields that you can include. Optional data fields are grouped
into data sets, and the table can be filtered using the Data
Sets drop down. The Selected Columns
section (right side) displays the data fields that are included in the
output.
Reorder the report output using the up and down arrows in the
Selected Columns section header. You cannot drag
and drop data fields into position in the display table. You can locate a
data field in the display using the search field at the top of either data
field table.
-
Click .
The report automatically runs. You can export the output. If you anticipate
any data changes, you can refresh the report page by clicking .