Skip to help content
TERO TracksHelp & Training

Training exercises · Training exercise

Exercise: run and download a report

Preview a report and export it without altering program records.

Where
Staff portal > Reports
Access
Use an authorized demo role. These exercises do not require saving, sending, or approving.
Try this exercise in the demo

Opens the demo in a separate window. Place it beside these instructions to follow along. Sign in if prompted.

Start this exercise

Choose Try this exercise in the demo in the online guide. Sign in if prompted. The correct staff section opens with these instructions beside it. Collapsing the panel does not close your record or clear form entries.

Use clearly fictional records. If an example record is missing or your role cannot view it, skip that inspection and read the related guide; do not create records or change permissions to complete this exercise.

Practice steps

  1. Open Reports. Choose All dates to avoid excluding older fictional activity.
  2. Choose an available standard report and select Open report.
  3. Read the date range, generated time, and row counts. Page through results when offered.
  4. Download PDF or Excel if you need an offline example. Keep the file private if it contains any non-fictional details.
  5. Close the preview. Read the explanation of saved setups and dated copies without saving one.

Check your understanding

  • Does exporting change program records? No.
  • Does a dated copy refresh itself? No.
  • Can a shared report setup override your permissions? No.

Finish

You can open a report, explain its date range, and distinguish an export from a saved report setup.

Close any opened record or report. Leave the sample data unchanged. Completion is for your own learning; this guide does not issue a certificate or record course completion.

For v12.9 workflows · Reviewed September 23, 2026