Reports Overview

Article Goal

Learn about the Reports section in WebReports and the available options for viewing, downloading, queueing, and managing report results.

Overview

The Reports section is the primary location for accessing and executing reports within WebReports.

From the Reports section, users can:

• View available reports
• Execute reports directly in the browser
• Download report output
• Queue reports for later review and export
• Access completed report results
• Re-execute previously completed reports

Reports Workflow

Most report activity follows a simple workflow:

1. Select a report from the Available Reports page.
2. View, download, or queue the report.
3. Access completed report results.
4. Re-execute reports when updated results are needed.

Available Reports

The Available Reports page displays all reports assigned to your account or role.

From this page, users can:

• View report results
• Download reports
• Queue reports
• Use Download For Role
• Use Queue For Role

For more information, see Available Reports.

Viewing Report Results

Reports can be executed directly in the browser using available output types such as:

• Detail Grid
• Summary Grid
• Finished Report
• Visualize

For more information, see Viewing Report Results in WebReports.

Downloading Reports

The Download option executes a report and generates a selected output format such as PDF, Excel, or CSV.

For more information, see Downloading Reports in WebReports.

Queueing Reports

The Queue option executes a report and stores the results on the Completed page for later review or export.

For more information, see Queueing Reports in WebReports.

Working with Completed Reports

The Completed page stores previously executed reports and allows users to:

• Preview report output
• Download completed reports
• Review report parameters
• Re-execute reports
• Delete completed reports

For more information, see Working with Completed Reports in WebReports.

Re-executing Reports

Previously completed reports can be executed again using the original parameter values.

For more information, see Re-executing Reports in WebReports.

Article Summary

The Reports section provides access to report execution, downloading, queueing, completed report management, and report re-execution. It serves as the central location for working with report data in WebReports.