Running and Exporting a Report

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        Xyicon Users

Use this article to learn how to run reports that belong to different report categories.

Run a User Created Report

  1. Go to Main Menu (        )  > REPORTS.
  2. Select a report that belongs to the User Created category.
  3. To run the selected report, click the Run button (    ) located on the Action Bar. The Report Preview pane will open.
    TIP: You can also run a report directly from the Table layout. Hover over a report and click on the Run Report button (     ) located to the left.
  4. Click the Export button on the Action Bar and click on an option to download your report.




Run a Custom Designed Report

  1. Go to the Main Menu (        ) > REPORTS.
  2. Select a report that belongs to the Custom Designed category.
  3. To run the selected report, click the Run button (     ) located on the Action Bar. To indicate that a report is being ran the alert One moment please, we are running your report will appear. You will also receive a message when the report is ready for download.
  4. Click the Download button in the alert to access your report.