The Run Reports page in Manager has been refreshed to provide a more streamlined and user-friendly experience. This article outlines how to apply filters, reset selections, and organize favorites for quicker access to your reports. Follow the step-by-step instructions below to make the most of the updated features.
Overview of the Run Reports Page
Report Names
Our report names have new names, please see the list below for those names:
- SMART reports - are now listed in Manager as Customizable reports
- Legacy reports - are not listed in Manager as Core reports
Using Filters
Select the customizable filter option to tailor the report results to your needs.
Select the
icon.
Choose any combination of report type and category, then select APPLY.
Need to change your filter? Simply select Reset.
Selecting/Deselecting Favorites
- To select a favored reports, click on the
in the report tile.
When applied, the icon will appear green.
- To view Favorites only, select FAVORITES from the top menu. Click on it again to view all reports.
- To deselect a favorited reports, simply click on the
Show Description
- To view a short descriptors for reports, select the
icon. Click it again to hide them.