How do I navigate and use the Reports tab?

The following steps will guide you through the key functions of the Reports tab, including searching for reports, running saved reports, and using report icons. 

Step 1: Search for reports by keyword

1. Either Create an Ad Hoc report or locate an existing report by entering a keyword and clicking Search.  

2. Review results under Available Reports to find matching reports. 

Step 2: Run a saved report

• To run a saved Ad Hoc Report or a standard report, click the report name from any portlet where it is listed. 

• You will be directed to the filter screen, where you can refine and run the report. 

Step 3: Use report icons 

Report icons appear when you hover over a report name in the Report Library or My Ad Hoc Reports portlet. Icons provide quick actions, though not all icons are available for every report. 

For example: 

• Standard reports display only three icons: preview, add to favorites, and tag.
• Ad Hoc reports may also display icons for creating a one-click report (mouse icon) or a scheduled report (calendar icon). 

Helpful tip: Once a report has been run, the mouse and calendar icons appear in the Report Library, allowing you to quickly schedule or save as a one-click report. 

What else do you need help with?

• What is the Reports tab?

Not what you're looking for? Navigate to Understanding the Reports tab