Reports

Use the Reports module to view, create, and manage reports on items such as accounts and contracts. Users can only view reports that they have permissions to view.

The Reports Home page displays the following information:

Creating Reports

To create a report, enter the following informtion:

Run Report. Click this button to generate the report.

Save. Click this button to save the report and generate it later or to overwrite a previous version.

Save As. Click this button to create a new copy of the report.

Print as PDF. Click this button to print the report in PDF format. Specify whether you want to open it with an application such as Adobe Acrobat or save it on your local machine.