Reports Builder - Name your Report

On this page enter a name for the report. The name entered is displayed in the Reports Wizard table for future use.

Below the name box the User can select either Display on My Dashboard or make sure at least one name is selected in the Email Notification section if the User requires the report to run automatically each evening. This option may be updated at any time from the Reports - Reports Builder page.

Select Next, to save the report, then select OK.

The Reports - Report Builder page is displayed. In the Last Generated column Never is displayed. The reports run automatically each evening if the User has selected either Display on My Dashboard or made sure at least one name is selected in the Email Notification section. Select Request next to the required report to run it manually.

The Reports Builder - View Report Results page is displayed. To export the results to a CSV, select CSV, then Open or Save.

If you need further support using the system, email districtmanager@irisglobal.com to contact our Support Team.