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Aria Knowledge Central

Run a Report

Overview

You can run a report on demand by following the steps below.

Running a Report

Getting Here: Click Analytics and Reporting > ReportsRun Reports.

  1. Click the plus sign next to the report catalog folder containing the report that you want to run.
    run_a_report_1_new.jpg
  1. Click the report that you want to run.
  2. Click Switch to Report Preview Mode.
  3. Select your report options:
    run_a_report_2_new.jpg
    The options will vary depending on the report that you selected.
  • Select Yes or No to specify whether to include test accounts in the report.
  • Select Yes or No to specify whether to include deprovisioned accounts in the report.
  • Select Yes or No to specify whether to include $0 balance accounts in the report.
  1. Select the date range on which to report.

    The date range options will vary depending on the report that you selected.

  • Select the Start Date and End Date for your report from the Select dates by reference dropdown based on pre-defined criteria such as the beginning of the current month or the end of the prior year. This is the default selection that displays when you select Run a Report.

run_a_report_3_new.jpg
You can also select dates by calendar to select your report date range using a calendar.

  1. Click Preview Report.

    The report displays:
    run_a_report_5_new.jpg

  1. Select any of the following options:
  • Click Print Report to print the report.
  • Click View Full Window to see a larger version of the report.
  • Click Download to download the report as CSV file which you can then save as a Microsoft Excel spreadsheet.
  • Click View/Modify Post to change the settings for publication of the report.
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