Run a Flexible Report

This article will walk you through running a report in Flexible Reporting. To see more about how to use Flexible Reporting, see How to Use Flexible Reporting.

Run a Flexible Reporting Report

1. Click on the Flexible Reporting button from the Home tab. 

   NOTE: You can also access Flex Reports from the Reporting tab on the main screen.

   
    

2. The Flexible Reporting screen will display.
   
    
3. Select the Report Name you wish to run from the left-side Report list. Click the +(Plus) icon to expand categories or use the Search bar to find your report. 
   
    
4. When a Report is chosen, the report's Parameters will display in the center box.
   
    
5. Change any Parameters that you like by clicking into the Value field for each Parameter you want to change. Make your selections and click OK.
   
    
6. Choose your Columns to include by selecting Column Options from the top toolbar. Check/uncheck to include/exclude columns and then click OK. 
   
    
7. Click Run in the top left corner. To Export instead, see Export a Flexible Report instructions below.
   
    
8. The Results of the Report will display at the bottom.
   

   NOTE: Similar to the Home Screen, the results grid has advanced Search/Sort tools that can be used by right-clicking on the column headers. Related Article: Main Screen: Search, Sort & Filter Functions

    

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Export a Flexible Report to Excel

1. After Steps 1-6 above.
2. Select Export to Excel from the top menu. 

   NOTE: The Export to Excel option will run and insert the results in the output file without displaying them here.

   
    

3. Excel will pop up with the exported report.
   

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