Users with the Add Reports, Remove Reports, or Update Reports role permission can manage reports. The View Reports role permission gives view-only access to reports.
To create a new custom report:
- Click Reports. The Custom Reports page appears.
- Click + Create new report.
Under Choose your data, select Courses or Invoices and payments, then select the checkboxes for the columns you want on your report.
A preview appears under See how your report will look.
Notes:
- The preview show 10 rows of data.
- You can drag and drop columns to change the order.
Under Filter and sort data, do any of the following:
• Use the filters to add any additional criteria.
• To change the way your report is sorted, click +Add another sort option, then choose a group, and how you want it sorted.Under Save and generate report, do the following:
a. Enter a name and description.
b. Select if you want the report to run:• Daily
• Weekly: Select the day of the week.
• Monthly: Select the first or last day of the month.c. Select who will receive this report.
Do one of the following:
• To run the report on the set schedule, click Save report.
• To run the report immediately, click Save and run report.
You will receive an email with an Excel file.
To edit an existing custom report:
- Click Reports. The Custom Reports page appears.
Do any of the following:
To... Then... Edit a report a. Click .
b. Make any desired changes.
c. Click Save report.Quick-schedule a report a. Click
.
b. Make any desired changes.
c. Click Save report.View a report Click . The report preview appears.
Delete a report a. Click . A pop-up appears.
b. Click Yes, delete.
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