Before running a report, you must build a data set. Once the data set has been built, you may use the data set to run a report.
Run a Report Video
Run a Report
- Click Reporting on the upper navigation bar, and then click Reports & Data Sets.
- Click the Reporting Data Sets tab.
- 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:
- 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.
- Click Save New Report.
- Enter the applicable Save New Report information, and then click OK.
Export a Report
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.
- Click the export icon, and then select a file type.
- Reports that are exported to CSV will typically also open in Excel.
Common Reports Video
This video explains some common reports that are built in the reporting tool and what information they display.
Grant Lifecycle Manager's theme has been updated from what is shown in this video. Navigation steps remain the same.