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Search for Created Reports in Report Builder

 

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.