Report Filter – Once the Search Results are displayed, use the Report Filter tab to run available reports against those results. Give the report a title by typing it into the text box located above the report type selection box. Then choose the report type and indicate sort preferences. Click Go.
Report Filter window provides access to a variety of pre-defined reports to run on the search results
Download Report – In addition to the standard and custom download functions available from the search results screen, users can also download reports. This download will allow you to view and save the records in .csv file format; the report download is a WYSIWYG (What You See Is What You Get) function, meaning that the downloaded file will include exactly those fields displayed in the report, and will also retain any sort parameters you selected when running the report. To download a Report: Run the desired report using either the quick Reports button from the top of the page (keeping in mind that this report will include all of the records in your database) or, to be more selective, run a Search to narrow the results and then click on Report Filter. After running the report, on the report display screen, click the orange Download Report button to launch the download function. The resulting .csv file can be opened in most common spreadsheet applications, such as Microsoft Excel.
Download, Print and Email Report buttons on report screen
Print Report – Run the desired report and click on the orange Print Report button in the menu bar above the report. A new window will open containing only the report. Click the Print button at the top of the pop-up window to launch the printer interface on your computer. The printed report will contain the title you specified when you generated the report or if one was not entered, the name of the report type will be used as the report title. The report also contains the current date in the report header area.
Email Report – Run the desired report and click on the orange Email Report button in the menu bar above the report. A new window will open containing only the report. Click the Email button at the top of the pop-up window to launch the email interface. Enter the recipient(s) valid email address(es) (required) as well as the plain text message you wish to accompany the email (optional). If you are sending the report to more than one individual, separate the multiple email addresses with commas. Click Send to email the Report the to specified recipient(s). The recipients will be emailed immediately; the report will be included in the message as an HTML file attachment, which can be viewed in a web browser and/or saved. The emailed report will contain the title you specified when you generated the report, or if one was not entered, the name of the report type will be used as the report title. The report also contains the current date in the report header area.
