Generating a report in Reporter

From a report configuration screen in Reporter, you can preview a report or generate a report to various outputs, including PDFs, Excel files, or CSV files. 

Note: Available Generate Report options depend on the selected report.

  1. In the upper-left corner of the screen, select Access your applications ( main menu icon ).
    The menu expands.

  2. Select Reports > Reporter.
    The Reporter screen appears.

  1. On the Reporter screen, select the report to generate. If necessary, you can search by report names or filter by tags to find the report.
    The report configuration screen opens in a separate tab.

  2. In the Parameter Sets section, select the parameter set to generate for the report.

    Note: For information on adding parameter sets and configuring reports, see Configuring a report in Reporter.

  3. Hover over the Generate Report button and select an option from the drop-down list:

    • Preview ( )—Open a window to display a preview of the generated report with parameter set options applied.

      Note: Previews are not available for reports that do not have a PDF output.

    • Download—Download the report in one of the available file formats.

      • PDF ()

      • Excel (  )

      • CSV ()
        Downloaded files are saved on your computer.