Access Report Writer results

From the Report Results tab, you can access a list of all your report results and perform different actions, such as View, Download, Print, Add to Group, and Delete the results. If the report is still in the queue or running, the Cancel action may also be available.

For assistance with viewing the results of scheduled reports, refer to View Scheduled Report Results.

Note: You can only view results for reports that you have run or that were shared with you.

To access and work with report results

1. From the options along the top, click Data Management and then click Reports from the list displayed. The Reports Classic page displays.

2. Click the Report Writer tab. The Reports list page displays.

3. Open any folders necessary to view the report results that are of interest to you. (Remember that results are stored in the same folder that contains the report definition

   Note: If you have a large number of reports available, you can Filter the List by Product Type.

4. When you have located the report of interest to you, from the Actions column, click:

   • View to open the report in your browser window. Click the (Download) and (Print) icons from the displayed report.

   • Download to open a browser window that allows you to Download the Report Results as a:

     • CSV (or, Comma Separated Values) formatted file.

     • PDF (or, Adobe Acrobat Portable Document Format) file.

     Use PDF format only for smaller reports with fewer columns. Larger reports with more than 15 columns might cause formatting problems.

     • HTML (or, Web page) formatted with the Hypertext Markup Language.

   Important: The downloaded versions of reports contain the same columns (same data) found in the viewable versions.

   • Print to open a Print window to select a printer (and printer options) and then print a copy of the report

     Use Print only for smaller reports, especially if you are printing to standard letter-size paper. For larger reports of more than 15 columns, use a larger paper size (such as legal) or print from your spreadsheet program. Otherwise, the report printout might be truncated.

   • Add to Group to enable you to add the appropriate results to a group that exists or that you want to create from these results. For details, refer to Adding Constituents from Report Results to a Group.

   • Delete, which opens a confirmation window and then removes the report when you click OK.

   • Cancel to terminate the run action.

   • Share to display the Group Selector page where you can select administrators to share this report with so they can view the report results:

     Note: These administrators do not need the permission to run reports. but must be set up in a group that you can select although you do not have to select the entire group - only specific members from it. (refer to Managing Groups.)

     1. From the Group Selector displayed, click the Group Type of an appropriate group containing a member or members with whom this report should be shared. The list of Groups displays in the next pane.

     2. From the list of Groups, click the appropriate group. The list of group Members displays in the next pane.

     3. From the list of Members, click the appropriate names. The names move to the last pane.

     4. Repeat these steps until all of the appropriate administrators have been select.

     5. In the Email Comments area, enter the content to include with the email notification about this report when it finishes running.

     6. Click Finish. The Report Results list page displays again.