Running reports

You can run any report that has already been defined and saved.

About this task

You can select from the following types of reports:

Procedure

  • To run reports:

    1. On the Action Panel, click Reports.
    2. Run a report, run a prompting report, or run an ad hoc report:
      To run a report:
      1. Select Immediately run report.
      2. Specify whether you want to see the report in a new window by either selecting or clearing Show results in a new window.
      3. Click Personal, Shared, System, or a subfolder.
      4. Select a report.

        The report runs automatically and is displayed for you.

      To run a prompting report:
      1. Select Immediately run report.
      2. Specify whether you want to see the report in a new window by either selecting or clearing Show results in a new window.
      3. Click Personal, Shared, System, or a subfolder.
      4. Select a report.

        The report runs automatically and is displayed for you.

      5. Respond to the prompt, and then select a report from the lists, and then click Run.

      To run an ad hoc report:

      1. On the Action Panel, click Queries.
      2. Select Change Requests, Tasks, or Objects from the Query for list.
      3. In the Select a Query portion of the Queries dialog box, click New.

        You see the query builder in the Query tab.

      4. Build a query by selecting the appropriate attributes, operators, and values shown. Click Add to add to the query string.

        After defining the query, you can save or share it by selecting Save As or Share.

      5. Create the format for the query output.

        Otherwise, select an existing format by selecting the folder, and then the format name in the Select a Format portion of the Queries dialog box.

      6. You are now ready to run the query. In the Perform Action portion of the Queries dialog box, select where you want to see the results, and then click Run.
      7. Optionally, after running the report, you can save or share it by selecting Save As or Share in the Perform Action portion of the Query builder.

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