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Comment: linked to multi report pop-up FAQ


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The Community Connect Reports module is designed for users to efficiently find and run reports. There are several ways to run a report; the steps below help outline each option.



Note

Reports have permissions that dictate who can access and run them. Therefore, not all users will have the same list of reports. Contact your administrator if you feel a report is missing.



Step-by-Step Guide

Run a Report - Detail View

  1. Search or use the filters to find the desired report.

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  2. Click on a report title to see the report details.

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    Info

    There are two responses when clicking in report tiles. 

    • Clicking the report TITLE will open details for that report.
    • Clicking the report BOX will select the report.



  3. A window will pop-up showing a detail view for the report. Click "Run Report".

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  4. The report will open in a new tab in the browser.

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    Info

    Since reports are opened in a new tab users can run several reports and switch between them.



  5. Set the required report parameters and review the report results!

    Section



Run a Report - Select and Run

Users can quickly select a report and run it or select multiple reports and launch them all at once.

  1. Search or use the filters to find the desired report(s).

  2. Click in the report box to select the report.

    Section


    Info

    There are two responses when clicking in report tiles. 

    • Clicking the report TITLE will open details for that report.
    • Clicking the report BOX will select the report.



  3. Click the "Run Report" button to launch the report in a new tab.

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  4. Users can select more than one report at once and launch them all at once!

    Section

    Note

    When launching multiple reports users will need to allow pop-ups in their browser.






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