Report Builder

On this page you can either create a new report or view or request an existing report.

To create a new report, select Click here to add a new report.

The table displays all reports currently set up through the Reports Wizard.

The columns and their meanings are:

• Rep.Name — the name that was given to the report when it was created.
• Set up By — the name of the person who created the report.
• Created — the date and time that the report was created.
• Last Generated — the date and time that the report was last run (either automatically or manually).
• View Results — allows the User to view the contents of the last run report (either automatically or manually generated).
• Request Update — allows the User to request that the relevant report is run.
• Edit — allows the User to change the characteristics of the report such as the search criteria, fields included etc.
• Remove — allows the User to delete the report from the system.

To view or request an existing report, select View or Request.

The Reports Builder - View Report Results page is displayed.

To export the results to a CSV, select CSV, then Open or Save.

Where the person who created the report has chosen to either email a User when the report changes or the report has been added to the Users Dashboard, the report updates each night at approximately 10pm. These options are selected when the report is originally created and can be edited through the Edit link.

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