Viewing a Portal Report

You can view a portal report without downloading or printing the report.

1. In the Entity field, on the Portal Reports/Downloads screen select the level of report you wish to view. For a list of available entities click here.
2. In the Entity Value field, select the appropriate option. For a list of available Entity Values click here.
3. In the Report Type field, select the report that you want to view.

–or-

If you want to view a list of all the available reports, choose ALL.

4. In the Loaded Since field, enter the date to view the list of reports that have been made available on the portal since that date.

Note: This is an optional field that can be left blank to display all available reports regardless of date.

5. To view the reports, click Run.

A list of reports is displayed in the lower portion of the Portal Reports/Downloads screen.

6. Select the report or reports that you want to view by placing a checkmark in the appropriate checkbox.
7. Click Download/Open.

The File/Download window appears.

8. To view the report, click Open.

Depending upon the report, it is displayed in either a PDF format (Adobe Acrobat Reader) or in a Microsoft Excel© spreadsheet.

9. When you are done viewing the report, close the application where the report was opened.
10. If the Download Complete message window appears, click OK to close it.