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Run a report to extract information from the database. |
Once a report has been created in Customer Self Service, it can be run to extract specific information from the database. This guide is for running reports while logged into your website. If you are accessing Run Reports in the CMS, refer to this help page.
Step-by-step guide
To Run run a Report:
- Log in as As an Administrator.Navigate , navigate to ' Reporting → Run Reports (/ReportRun.aspx)
- Select the 'System Reports' or 'User Reports' tab tab as required.
- Click the Run button for the report.
Set- In Report Selection Criteria, set how you want the report criteriato display.
- Click Generate.
Once a report has been run, there are various options within Customer Self Service for handling the data. Report data can be printed, downloaded to as a CSV file , or emailed as a CSV attachment. See Generate Reports.
Related help
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