Reporting workflow

The workflow describes the steps to create, generate, and manage report instances include:

  1. Access the reporting application and select report type (Reports > Requests & Results > Report Selection).

  2. Configure the report settings (Parameters), including:

    1. Parameters

    2. Report schedule

    3. Distribution

  3. Save instance to generate as scheduled or generate an instance on-demand (Parameters).

  4. View report instance (Instances).

  5. Modify report parameters (Parameters).

Create and save a new report instance

Generate on-demand report instances

View unmanaged and saved instances

Modify a report instance

Export a report instance

Delete a report instance