At anytime you can view and download reports or generate a new report for any active Report Profile. Report Profiles generate the reports available to you and are managed by a user assigned to an Admin role.
Go to Reports > Active. A list of all active reports files is displayed.
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From the list, locate the Report Profile and from its Ad Hoc column, select the Run Now link. OneVue generates the new report.
When the report is available, a report To Do notification is listed on your Dashboard. If the Report Profile is configured to send report notifications, a new report email notification is also sent. When you manually generate a new report (run now), the report is saved as the latest report.
The latest report is the last report generated by OneVue or by a user.
Go to Reports> Active. A list of all active report profiles is displayed.
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From the list, locate the Report Profile and from its Latest column, select either the PDF or CSV link. The type of file available is dependent on the Report type, which not all report types are available as a CSV file.
All reports generated are stored in a Report Profile's history and can be viewed and downloaded at anytime.
Go to Reports > Active.
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From the list, locate the Report Profile and from its History column, select the View Reports link. A list of all reports generated is displayed.
To view reports within a specific date range, enter a start date and end date to filter the reports displayed.
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To view a report, select either the Download PDF or Download CSV link. The type of file available is dependent on the report type - not all report types are available in a CSV file type.