Running a saved report

Saved custom report can be run at any time.

Procedure

  1. From the menu bar, click Reports > Custom Report Builder.
  2. In the Saved Queries box, select the report you want to run.
  3. Optional: Make any changes needed to the report’s fields, sort order, or selection criteria.
    Changes will not be permanently saved unless you click Save at the top of the page.
  4. Do one of the following:
    • To view the first 100 records of the report in your browser, click Preview.
    • To generate and save the report in the indicated file type, click Generate Report.