Persona
Clients, program office users and system administrators
How to steps
Information in this article reflects a standard Enterprise configuration. Your Enterprise platform is based on your organization’s configuration. Settings and/or data visibility rules may vary slightly from what is described.
Creating a standard report
To accomplish your task, complete these steps from your Enterprise dashboard.
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From the Navigation menu, select Report Gallery. The Report Gallery page displays.
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Locate the report you want, and then select Run. A Create Report page displays.
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Enter desired criteria in the Information, Instructions, and Parameters sections.
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Select Create Report.
Scheduling a standard report
To accomplish your task, complete these steps from your Enterprise dashboard.
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From the Navigation menu, select Report Gallery. The Report Gallery page displays.
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Locate the report you want, and then select Run. A Create Report page displays.
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Enter desired criteria in the Information, Instructions, and Parameters sections.
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Select Schedule Report. A Schedule Report dialog displays.
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Enter desired criteria in the General section.
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Complete the required fields in the Destination section.
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Complete the required fields in the Email section.
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Complete the required fields in the Schedule Type section.
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Optional. Enter the desired dates and times based on the Schedule Type you chose.
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Select Schedule Report.
You can schedule up to 10 reports.