Run Report

Complete the following steps to run a report:

  1. Select Standard Reports or Reporting from Gotransverse application menu Module menu icon to open the reporting tool.

  2. Open a report in one of the following ways:

    • Click the report name from the Recent or Favorites lists.

    • Browse for Reports . Navigate to the report and click its name.

  3. After the report opens, review the report parameters at the top and make changes if needed. Refer to Report Parameters List for more information about these parameters.

  4. Select an Output Type to select a report format. By default, the browser window only displays reports created using the HTML format. All other formats require a separate application to display the report. You can specify the format as one of the following:

    • HTML (Paginated)

    • HTML (Single Page)

    • PDF

    • Excel spreadsheet (*.XLS)

    • Excel 97 spreadsheet (*.XLSX)

    • Comma Separated Value (*.CSV)

  5. Click View Report. If you selected HTML, the report is displayed. Otherwise, save the report in the selected format.