Running reports

Running reports from the Report Browser

You can run reports at any time. In the Case Manager portal, the Report Browser provides report shortcuts to the reports that are available for you to run. Report shortcuts are organized into categories.

  1. Open the Report Browser by clicking Reports in the left navigation pane.
  2. To run a report immediately, click the title of the report shortcut. The results display in the Report Viewer.

    The Report Viewer provides options for working with the results, such as formatting, filtering, saving, printing, and exporting the report.