This article provides information about how to update filter criteria and run a report.

TABLE OF CONTENTS

• Overview
• Procedure
• Result
• Reference Video

Overview

The All tab in Reports screen allows an authorized user to update a report and run it to view the report data. These activities can be performed from the New Report screen and the Edit Report screen. 

Procedure

1. On the menu bar, click Reports.
   It opens the Reports screen containing All, Favourite, Customer/Partner, and Subscriber & Schedule tabs.
   
2. In the All tab, click on any report under a specific category.
   The report details is shown for the selected report.
3. Modify the report details such as Selected Columns, filter criteria, etc. as required.
   
4. Under Available Columns, select a column name and click Add.  
   If any specific column is not required then select it under Selected Columns and click the Remove button. Once removed, the column(s) are displayed under Available Columns.
   
   Press Ctrl+[Column Name] to select multiple columns and press Shift+[Column Name] to select all columns that fall between the first selection and last selection.
   
   
5. Click Update & Run Now.
   

In case of two or more filters, click Minus (-) to delete the next filter and resets the filter criteria if there is only one filter. 

Result

The report is generated based on the set criteria and displayed in the same screen. The report can be exported by clicking the Export To Excel button.  

Reference Video