Viewing: Running Reports > Running a Simple Report

Running a Simple Report

This section describes how to run a report, consisting of a table with rows and columns of data, that simply lists accounts.

To run a report:

1.        On the Home page, click View Your Reports.

The Search Results page appears containing reports that your user account has permission to view and that meet specifications of search filters in the Filters panel:

 

Viewing All Reports in the Repository

Use the scroll bar to view the entire list of reports. You can view other users’ reports if you have proper permissions.

 

If you know the name of the report you want to run, you can enter its name in the search field and click to locate it in the repository. You can also search on partial names or for words in the report’s description. For more information, refer to section Searching the Repository.
2. Click the name, Accounts Report, to run the report. Alternatively, right-click anywhere in the report row and select Run from the context menu. The report appears, containing accounts and contact information:

 

Output of the Accounts Report
3. Use the arrows at the bottom of the page to navigate to the next or previous page, or to go the end or to the beginning of the report.
4. To view and save the report in other formats, click the Export button:

 

The output can be exported to a file in these formats: Adobe Acrobat (PDF), Microsoft Excel (XLS or CSV), Microsoft Word (DOCX or RTF), Adobe Flash (SWF), OpenDocument Text (ODT), OpenDocument Spreadsheet (ODS), and Microsoft Open XML Format Spreadsheet (XLSX).

5. Select an export format.

The file appears in its application. You can save it.

6. To return to the reports listing, click the Back button.

 

If you export a report to CSV format that includes characters outside the Latin 1 character set, and the results don't look correct when opened in Microsoft Excel, try saving the file and using Excel's Import functionality.