Downloading a Portal 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 download by placing a checkmark in the appropriate checkbox.
7. Click Download/Open.

The File Download window appears.

8. To download the report, click Save.

The Save As window appears.

9. If you want to change the location where the file will be saved, use the down arrow in the Save in field to browse for the location you want.
10. If you want a different name for the report file, type a new name in the File name field.
11. Click Save.

The system begins the download and the File Download window appears. The download is complete when the File Download window is no longer displayed.

12. Close any windows that remain open.
13. If the Download Complete message window is displayed, click OK to close it.