Running Reports
If the administrator has provided access to reports, the "My Reports" tab will display on the top menu bar.
Go to the "My Reports" tab to run reports for your programs and projects. Select a program from the drop-down to view the reports that are available for the selected program.
The reports are organized by category, such as tracking or financial reports, and can be filtered by category.
Selecting a Report
Click on the box for the report you need to run.
Applying Report Filters
The report generation page will open, and a filter drawer will come out from left of the screen. The program selected from the drop-down on the My Reports tab will be selected by default. The selection can be changed, if desired.
Use the other filters to identify the projects and contractors to include on the report. These filters are set to “All Projects” and “All Contractors” by default. Additional filter options, such as the division or additional column options, may be available in the filter drawer depending on the program and report that was selected.
Some reports have an “Add Filter” button at the top of the filter drawer to refine the results that will pull into the report. The filter options vary by the type of report being run, but may include filtering options such as Contract Status, Enrollment Type, etc.
Building a Report
If adding any of the advanced filters, make the selections for each field and click the “Add Filter” button to close the window and return to the report generation page.
Click the “Build Report” button at the bottom of the filter drawer to run the report.
Exporting a Report
If your administrator has given you the rights to download reports, the export options will appear on the top right of the generated report. Click the export button for a file type to download and save the report.