Working with Available Reports in WebReports

The Available Reports page allows users to find reports they can access, switch between Grid and Cards views, mark favorites, create filters, and choose how to run reports.

Demo screenshots: These images use fictional demo data consistent with the other WebReports articles. The examples use the same demo reports, connections, categories, and favorites in Grid and Cards views. Select an image to open its full-size PNG.

Open Available Reports

Sign in to WebReports.
Select Reports.
Select Available.

The page displays the reports available to your user account.

The five shared demo reports in Grid view, with DemoReceivables.vdm selected.

Find a report

Use the search field and filtering options to narrow the report list.

Available report information may include:

Report name
Description
Category
Report type
Connection
Role
Favorite status

Select Include roles to display reports made available through your assigned roles.

Select a column heading to change the sort order. Use the pagination controls to move between result pages when multiple pages are available.

Switch between Grid and Cards views

Under View, select one of the following:

Grid — Displays reports in a table for compact browsing, sorting, and selection.
Cards — Displays each report as a card with its details, favorite control, output shortcuts, and Run menu.

Changing the view does not change which reports are available.

The same five demo reports in Cards view, with matching categories, connections, and favorites.

Mark a report as a favorite

Use the favorite control beside a report to add or remove it from your favorites.

Favorites can help you quickly locate reports that you run frequently. Use the favorite filter on the Available Reports page to display only reports marked as favorites.

Select a report in Grid view

In Grid view, select the report row. The selected report becomes available to the Run report control.

Verify the report name, type, connection, and role before running it.

Choose how to run a report

Open the arrow beside Run report in Grid view or use the Run menu on a report card.

The available actions are:

Detail Grid — Runs the report and displays detailed results in a grid.
Summary Grid — Runs the report and displays summarized results in a grid.
Finished Report — Opens the formatted report viewer.
Visualize — Opens the report results in Visualize.
Download — Generates a file in a selected format and submits it for background processing.
Queue — Submits the report for background processing without generating a downloadable file.

Available actions may depend on the report and your assigned permissions.

The Run report menu for the Demo Receivables assignment; available actions depend on the selected report and permissions.

Note: Selecting an action may open a parameter page when the report requires additional values before it can run.

Report permissions and parameter prompts

Starting with WebReports 2026.10.12, WebReports checks report execution permissions before displaying parameter prompts. Users without the required permissions cannot run the selected report or open its parameter prompts. The Run report button may be disabled (grayed out) when you do not have permission.

If you cannot run the selected report, ask your WebReports administrator to review your assigned roles and the report assignment. Administrators can see all reports, while their ability to execute a report remains controlled by their assigned roles.

For administrator instructions, see Managing Report Assignments in WebReports.

Filter Available Reports

Use Create Filter to narrow the list of available reports by specific criteria.

Filters can use fields such as:

Name
Connection
Role
Category
Description
Type

You can create one or more conditions and combine them when more specific filtering is needed.

For detailed instructions on creating, combining, and clearing table filters, see Working with Tables in WebReports.