Run, export, and save a report

Run a standard report

1. Open Reports and choose Standard Reports. Set From and Through, or use This month, This quarter, This year, or All dates.
2. Find a report by name or program. Choose Open report for Office Summary or an available standard/detailed report.
3. Review the date range, generated time, sections, and displayed rows. Use pagination where offered.
4. Choose Excel or PDF to download the displayed report. Keep exports within the intended audience.

Create a reusable setup

1. If available, choose Custom Report. Enter a Report name, Subject, Date basis, and dates.
2. Choose columns, filters, grouping, and sorting. Exact-value filters must match a value in the report.
3. Use Preview results to inspect the output, then Save report setup. Choose Private to me or Authorized staff as appropriate.
4. Find it under Saved Reports. Shared setups still follow the viewer's permissions.

Setup versus dated copy

A saved setup stores report choices and can run against current records. It retains its own dates. Save dated copy preserves the result of a particular run as a private snapshot; it does not update with later changes.

Deleting a saved setup or dated result copy does not delete program records. Empty results can be caused by dates, exact-match filters, or permissions. Try All dates and fewer filters before concluding records are missing.