Purpose
Report Builder is a tool that allows users to create custom reports on demand, providing flexibility without waiting for new Advanced Reports.
Searching for Reports
- Users can search for reports by Report Name, Owner, and Include Archived status.
- To view archived reports, select “Include Archived” and click “Search.” Archived reports appear in orange.
- To Unarchive a report, click the unarchive button—the report turns white and becomes available in standard searches.
Report Action Buttons
- Configure Report: Edit report details.
- Archive: Archive an unneeded report.
- Make Copy Of This Report: Duplicate the report.
- Share: Share the report with other staff.
- Export to Excel: Run the report and automatically export results to Excel.
- Run: Run the report without exporting to Excel.