Built-in Reports

Built-in reports are organized into report types, where each report type defines the type of data that is displayed and the way that data is laid out. When you create a new report, you select a new report type, then specify various options for that report type (such as the time frame of the report, the report format, and details about what the report is about, which depend on the report type). You can then:
 

Run the report immediately.
Save the report along with the options you have selected, so that it can be run again without having to re-specify those settings.
Schedule a saved report so that it is run regularly on a schedule and emailed out.

Depending on the version of this software you are using, you create reports using either the standard Create Reports screen or the older Legacy Create Reports screen.

To run a saved report, from the Reports section of the navigation bar choose Manage Reports, click the Saved & Scheduled tab, then select a report and click Run. When you run a report, it is displayed in the queue on the Reports tab.

To view or download a generated report, from the Reports section of the navigation bar choose Reports > Reports tab.