Find a report

The Reports page shows standard reports and custom reports available for your assigned modules, clients, sites, and role.

Filter the catalog

• Choose a module category to show its reports.
• Choose All, Standard, or Custom report type.
• Enter part of a report name or description in the report filter.
• Select Favorites only to hide reports you have not favorited.

Select the star on a report card to add or remove it from your favorites. Favorite reports appear together near the top of the catalog.

Report cards

Select the report title or Run to enter its parameters and generate output. Select Schedule to configure recurring delivery. A card can indicate that a standard report is scheduled or that a report is custom.

See Run a report and Schedule a report.

Report Builder

Site administrators may see Report Builder. It creates custom reports from the available datasets and visualization blocks. A saved custom report returns to the catalog and follows the visibility and scope defined in the builder.

If a report is missing, confirm its module category and your current assignments. Reports can also be restricted to specific clients, accounts, regions, branches, sites, or users.