Report Manager

The Report Manager is a tab in the Report Center where users can find existing reports and access report creation tools. To open the Report Manager tab, click the Report Center toolbar icon. Report Center is the default tab when Report Center Opens.

Report Manager is made up of the following components:

  1. Report Management panel – displays existing reports and snapshots. This panel includes a Quick Links section and a FoldersClosedElectronic bins used to store files with similar attributes. Folders are created and populated from the management form. section. In the Quick Links section, you can find Favorite reports, Recently run reports (see Accessing a Recently Run Report), Admin Picks, and All snapshots (all snapshots created by current user). You can also use the Search feature to find specific reports. In the Folders section, reports are organized by in private (only you have access) and public folders.
  2. Action buttons – used to manage existing or create new reports. Action buttons include New Report, Edit, Delete, Copy To, and More. See Report Manager Action Buttons
  3. Search – used to filter list of items (reports or snapshots) based on search term that exists in any of the columns, e.g., consists in Report name or ID number
  4. Columns – displays report information. Depending on the selection in the Report Management panel, the information presented may differ. For example, the columns may display Favorite indicator, Module, Report Name (report type icon and report name), Report ID, Status (Run, Edit, Create or Drilldown), Last Run date/time, Folder, Description, and Schedule.
  5. Note: Reports can be sorted by clicking on the column headings.