Reports Module

Objective: Learn how to view and run Reports.

Help centre: Topic Reports and the Reports Video Series

Note: Permissions apply for Users to be able to view and access Reports

View a Report

1. From the Workspace menu, select Reports
2. On the Reports page click on the Report Title to open
3. From the left menu select Report Viewer
4. From the Report Parameters (on the right) select the/any filters to apply or enter the data e.g ‘Document number or Entity ID, Type or name’ and adjust the From and To dates then select submit.
5. Note the viewing and navigation options in the Report toolbar at the top of the viewing page and print and export options..
6. Export the Document to PDF

Download this Training Exercise from this page Training Resources for Download