Run a Standard Administrative Report and View the Results

Users with access to run a report can generate results on demand.

1. From a "capability," such as Core, select Reporting.

2. Select Reports. A list of existing reports appears.

3. Find the report in the list. Consider using a filter limit your search results.

4. On the report's row, select the ellipsis (...). Then select Run report.

5. Although you can't change the fundamentals of a report, many reports enable you to filter their content and control how the results are displayed.

   These options vary by report. For example, you might limit a report to a specific:

   • academic year,

   • classification,

   • or department.

6. For View/Export, select a format for the report results.

   • Adobe pdf

   • Microsoft Word

   • Microsoft Excel (.csv - comma separated value file)

7. Select Generate Report.

   Warning: Keep the reporting window open while the report generates.

8. When the results appear, review the content.

   Use the - and + options to zoom.

   Use the available formatting options to customize the final results. For example:

   • highlight a key statistic,

   • add a text note (such as to indicate an action that needs to be completed based on the report),

   • or draw (such as to sketch a simple graph by free hand)

9. Consider printing the report results or saving them to your local computer as an Adobe PDF file. Many reports can also be exported to Microsoft Word or a third party spreadsheet application, such as Microsoft Excel.