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You are here: 11 – Reporting > 11.2 Reporting tasks > Running and viewing reports

Running and viewing reports

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You run and view reports from the Reporting page (for more information, see Fields: Reporting). Reports run based on certain parameters that you set. When you run reports, you can specify one of three formats for viewing the report:

  • PDF
  • Microsoft Excel spreadsheet
  • HTML

To run reports

  1. Go to the Reporting page (Administration > Reporting).
  2. Select the report you want to run from the list of available reports (for details, see Fields: Reporting), so that the report is highlighted.
  3. Depending on the format you want to view the report in ( HTML, PDF, or Microsoft Excel), choose View HTML, Export to PDF, or Export to Excel.

    4. A popup window will appear and prompt you to select the parameters for the report you want to run.

  4. Enter your report parameters.
  5. Once you have set your parameters, choose OK.

    6. The report runs and displays in the format you specified.

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