Viewing System Reports

Follow the procedure below to view system-defined Reports:

  1. Go to RESOURCES > Reports.
  2. Select the Organization for which you want to view the available reports. 
  3. Expand the Reports folder on the left panel and select the sub-category of report to view.
  4. Select the report you want to view information about.
    The reports display the information below under various tabs in the lower pane:

    • Summary - Includes the Condition and Group By conditions for the report, and the report's Display attributes.
    • Schedule - Information about when the report is scheduled to run. See Scheduling a Report for more information. Click the + icon to set a schedule for the report to run.
    • Results - The results from any scheduled runs of the report, or results you have saved by running the report.