How to Run Reports

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.