You can run any report that is available to you in the Report List. Once the report has completed successfully, you can download the output or delete report output you no longer need.
Select Reports > Report List and find the report you want to run, using the filters and keyword search to narrow down the list.
Click the plus sign to view a description of the report, which may help you decide which report to run.
Click the Quick Run button to run the report using its current settings (if Quick Run is enabled for the report).
Otherwise, click the report name and click the Run button on the Report Detail screen.
Select Reports > Downloads to see a list of all your available downloads. To filter the list so that it shows only report output, select Report from the Type filter.
Click Refresh List to update the report status. When the Status column changes to Successful, your report has finished running. If the report did not run successfully, the failure reason is shown and the output file name is shown as static text in the Output column.
Click the link in the Output column to download the output. When prompted, click Open to open the output file or Save to save the file to your local machine. You can only download output files that are up to 100 MB in size; if the file is over 100 MB, a link to the output is not provided.
Select Reports > Downloads.
Select one or more report outputs and click Delete Selected. Or, if you want to review the report information before deleting the report, click the plus sign and then click Delete. Deleting report output does not affect the report itself; you can still use the report to generate new report output.
Tips
When you expand the report information on the Available Downloads screen, you can see the name of the user who submitted the report and the role for which the output was generated. The role is significant because it is used to determine the data that will be included in the report output.
Click the report name in the Name column to view the report details.
If you have multiple roles, the output you created using any role will be included on the Available Downloads screen. Regardless of which role you have currently selected, you will be able to download the output, but if your current role does not have access to the report itself, the report name will display as static text and you will not be able to click the name to view the report details. For example, if you run a report using your Program Administrator and then change to your Card Holder role, you will be able to download the report output, but you will only be able to view the report details if the report has been shared with the Card Holder role.