Run a report

Select a report title or Run from the Reports page.

Standard reports

1. Complete the parameters presented by the selected report.
2. Choose PDF, CSV, or XLS when the format selector is available.
3. Select Run in background for a report that may take longer or when you do not want to wait in the open dialog.
4. Select Generate.

The parameters vary by report. Common choices include client, site, post, status, date range, user, or module-specific records.

Custom reports

A custom report can ask for runtime client, site, date period, custom dates, and output format. The available choices are limited by the scope saved in the custom report and your current access.

Output and empty results

Generated output opens or downloads through the browser. Check the browser's download indicator or pop-up permissions if nothing appears.

An empty report does not necessarily indicate an error. Confirm the selected scope and dates, then compare with the source module. Avoid repeatedly running a broad report when a narrower site and date range will answer the question.