Run a Report

This video demonstrates how to run, save, and export a report using a built data set.

To run a report, navigate to Reporting and select the applicable data set.

1. Click Reporting on the upper navigation bar, and then click Reports & Data Sets.
2. Click the Reporting Data Sets tab.
    
3. Click the Run Report icon next to the data set.
   • If changes have been made to the data set or it is still being built, click Run New Report within the data set after saving it.
      
   • The report will be available and the fields chosen should be populated with data.
      
   • Report data can be organized using the following functionalities:
     • Columns and Paging in a Report
     • Add a Filter to a Report 
     • Apply an Aggregate Function to Data in a Report
     • Group Data in a Report
     • Add a Crosstab to a Report
     • Add a Chart to a Report
4. Click Save New Report.
    
5. Enter the applicable Save New Report information, and then click OK.
   

After running a report, the report can be exported to an Excel, CSV, or PDF document. The data will download to your computer after the file type is selected. The orientation of the PDF reports can be changed by configuring the Print Landscape Reports setting on the site settings page.

To export a report, run the report first, then select a file type to download the data to your computer.

1. Click the export icon, and then select a file type.
   • Reports that are exported to CSV will typically also open in Excel.

This video explains some common reports that are built in the reporting tool and what information they display.