Run Reports or Run Spreadsheets

Use this page to generate a standard report from the Web Reporting application. For simplicity, the term "report" refers to reports and spreadsheets unless noted otherwise.

Standard reports include invoice, budget, summary, trend, and variance reports. You can display reports in report or spreadsheet format.
  1. Click the plus sign (+) next to the report group that contains the report that you want to run. Links to the available reports are displayed.
  2. Click the link for the report that you want to run.
  3. Enter the parameters on the parameters page, if the report requires parameters, and click OK to generate the report. For a description of the standard parameters, see Report Parameters.

You can print or save a generated report or spreadsheet. If the report is not a spreadsheet, or Web user-created report, you can drill down on the data.

You can publish a report or spreadsheet so that other users can view it in Web Reporting. Published reports or published spreadsheets are saved with the data that was generated when the reports or spreadsheets were published.

Note: To print reports, you must export the report to a PDF file from the report toolbar and then open the PDF file to print the exported report.