Articles
Reports - Feature Overview
Provides overview, benefits, features and how to configure the Reports feature.
Reports - User FAQs
Frequently asked questions relating to the Reports feature.
Reports - Training Exercise Guide
A training exercise guide aimed at improving knowledge of the reports feature.
Create a Report Category
Explains how to create a Report Category in which reports can be assigned to.
Create a Report
Explains how to create a report.
Create a Report Chart
Describes the process of creating a chart to display report data.
Run a Report
Explains how to run a report and how to drill down and group the report data.
Temporary Report Changes
Explains how a user can make temporary changes when running a report.
Export a Report
Explains the different ways in which you can export a report
Schedule a Report
Explains how to schedule a report to run at a specific date/time.
Manage My Schedules
Explains how to re-schedule or delete any report schedules that you have specified.
Create Copies of Existing Reports
Explains how to create a copy of existing reports using the 'Save As' option.
Create a Static Column
Explains how you can create a static column for use within a report.
Create a Calculated Column
Shows how you can build a calculated column using functions and gives examples of real business uses.
Criteria Definitions
Lists all of the filter criteria available within reports and provides explanations, calculation and examples of how they can be used.
Aggregate Functions
Explains how the aggregate functions work within the reports feature.
Wildcard Characters
Explains how you can use wildcard characters to filter report data for easier analysis.
Common Report Examples
A list of commonly used reports and how to create them.