The article below will teach you the basics of generating an ad hoc report.
- Once you have logged into the system (click here to reach the login page), you can access the reporting module by clicking on the "Reporting" option located in the navigation bar on the left side of the portal.
- In the Reporting module, locate the "Generate Report" button for the specific report you wish to manually run. For example, in this article we will generate the Daily Authorization Report. By clicking on the "Generate report" button, you will generate an ad hoc Daily Authorization Report.
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After selecting "Generate Report" you can manually enter or select a date range you want the report to cover. Once you have confirmed the date, click "Apply." This will initiate the system to process the data and compile the report based on the specified date.
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To view recently run reports, click on the specific corresponding "Report Name" of report that you wish to view. This action will redirect you to the generated reports view.
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In the Generated Reports view, you can download the newly generated report in CSV format. CSV format allows you to open the report in various spreadsheet applications, such as Microsoft Excel or Google Sheets, making it convenient to analyze and manipulate the data. To download the report, click on the download button or the title of the report that you wish to download. Once the download is complete, you can locate the downloaded file in your computer's designated download folder. From there, you can open the report in your preferred spreadsheet application by double-clicking on the file.
Congratulations, you have learned how run and view an ad hoc report! If you need assistance or have further questions, please refer to our self-service Knowledge Base!