Reports 101

Using Reports you can collect data and have it sent to yourself or other stakeholders on a regular basis or to pull the data immediately.

To launch the Reports screen, click the icon on the left hand navigation menu. The Reports screen appears. 

The screen is divided as follows:

Reports screen

On the Reports screen views include:

Clicking Create returns the Create a New Report modal.

Reporting Scheduling options include daily, weekly, or monthly.

Subscribing from the Apps Screen

You are able to subscribe or create a report from the apps screen.

Example 1 - Subscribing or Creating a New Report from the App Portfolio screen

Do the following:

1. On the left hand navigation menu, click the App Portfolio icon .
2. Click the More Options icon .
3. From the context menu, select Scheduled Reports.
   The Schedule Reports appear, along with an option to create a New Report. 

Example 2 - Create a Report

To create a report, do the following:

1. On the left hand navigation menu, click the Reports icon .
   The Reports screen appears.
   
2. Click New Report.
   
   The Reports screen changes so the Template tab is selected.
   
   
   The Reports found in the templates tab matches your Apps View.
   

3.  Click Create next to the report you want to run.
   The Create a new report: Upcoming renewals pop-up appears.
   
4. Input a Report Name.
5. Add any recipients.
6. Expand the schedule pane.
7. Toggle the schedule report on.
8. Set your schedule.
9. Click Done.
10. Select the Reports tab.
    Your report appears on the topmost line.