How to Run Reports

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Finding Your Report

  1. Go to the application where the report was created (e.g., “Tickets”).

  2. Look for the “Reports” section in the left-hand menu.

  3. You’ll only see reports you’ve created or that have been shared with you.

Running Your Report

After selecting a report, you’ll have these options:

  • Run: Click the “Run” button to generate the report.

    • If the report has prompts (e.g., filters), you can adjust the values before running it.

Additional Actions

Under the “Actions” menu, you can:

  1. Export to Excel: Download the report as an Excel file.

  2. Show Details:

    • If you’re the report owner, you can delete the report or change its owner.

  3. Copy: Create a duplicate of the report. This is useful if you want to modify a report you don’t own.

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