To run (and optionally print or export) a custom report from the My reports tab:
- In the Reports menu, select Report Builder.
- In the My reports tab, select the report you require. A preview of the report is displayed on screen.
One of the Publish options in the Report Designer controls which staff members can change the filter criteria when running a report. If criteria have been set and you have permission to change them, a Show Criteria button is displayed at the top right of the preview screen. Select the button to view or change the criteria, then select Refresh to re-run the report and update the preview.
- (optional) Use the Print button to open the print dialog.
- (optional) Use the drop-down arrow on the Export button to export the report in CSV or XML format.