Account Report List
The Account Reports page shows a list of all Account Reports, System Reports, and Role-Based Reports.
To preview a report
1. To preview a report, click its Report Name or its Preview icon.
To edit a report
1. To edit a report, click in the Actions column.
2. means the report cannot be edited.
To delete or favorite a report
1. To delete a report, click in the Actions column.
2. To favorite a report, click in the Actions column.
3. means the report cannot be edited.
To create a new report
1. To create a new report, setting it up from scratch, click Add Report at the top of the page.
To copy an existing report
1. To copy an existing report, using the Report Copy Wizard, either:
1. Click Copy in the Actions column.
2. Or click Copy Report at the top of the page and select the report in the wizard.
Filtering the Reports Listed
To show only a specific group of reports, select a Filter from the drop-down list:
- All Reports – Displays all reports
- Account Reports – Reports available to this account
- Role-based Reports – Reports assigned to specific roles in this account
- System Reports – Reports available to all events