Individual Report Results Grid

Standard and Custom Information Panel

This Standard and Custom Information panel provides a description of the report, the length of time the report is accessible through the Reporting application, and the formats the report is available in.

Reports processed in the past 180 days display by default in the grid below the information panel for Standard Reports. These reports have a P icon in the grid. To view reports for a different date range, select the drop-down arrow next to Run Date (Last 180 Days), then change the date range.  

Customizable Reports and Customizable Reports for Exporting Data display in the Reports Results grid for 30 days. These reports display with a person icon in the grid.

Select the star icon in the top right corner of the information panel for a report to add or remove reports from the Starred Reports topic in the Individual Reports list.  If the star is highlighted yellow, the report displays in alphabetical order at the top of the Individual Report list.  If the star is not highlighted yellow, the report is not selected as a Starred Report.  

Select Options at the top of the information panel to change the Report Results grid view.

Report Results grid options include:

• Add to Favorites/Packages allows you to add the report to your favorites or to a custom package.
  
  
• Create Custom Report allows you to access the Custom Options panel.

  This option only displays for Customizable Reports and/or Customizable Reports for Exporting Data.

• Add/Remove Columns allows you to add or remove columns from the Report Results grid. The order of columns can also be changed by dragging and dropping in the grid.  

  Run Date cannot be removed from the display.

• Restore Default View removes your custom column settings.

• Report Results Preferences allows you to select one of the following options to download multiple report selections:

• • All Reports as Individual Files to download each report individually.

  • All PDF Reports as One File to download one PDF file.

Access a report from the Report Results grid:

• Click the link next to the Run Date or in the Report Name column for an individual row to open a single report.

• Select the checkbox for one or more rows, then click VIEW or DOWNLOAD.

Custom Options Panel

The Custom Options panel is available for Customizable Reports and Customizable Reports for Exporting Data. It includes the available options that can be used to customize the report data. Click Create Custom Report to modify the report options.  

Report Tips

• Click a row in the grid to quickly access a report.
  
  
• To remove a custom report from the Report Results grid, select the applicable checkbox, then click DELETE.  
  
  
• Click Reporting: or the Reporting icon in the top right of the screen to return to the Reporting landing page.
  
  
• To view reports for multiple companies, select the drop-down menu at the top of the screen next to Company Desktop, then click Multiple Company Selection.
  
  
• The Add to Favorites/Packages option does not display in the Options menu for Customizable Reports for Exporting Data. You can access this option in the Custom Options panel for this type of report.