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Generating Reports from Your Home Page

Procedure

To generate a report from the Home Page:

  1. Access the Home Page by selecting the Home link from the Main menu.

  2. On the Home Page, in the My Reports section, select the name of the report you want to generate.
    The Report Details screen appears.

  3. Select the output format for the report as CSV, Excel, HTML, or PDF.

  4. Select the delivery method as on screen or e-mail.

  5. Enter any parameters, such as dates that establish a time frame for the report.

  6. Click Generate Report.

    • If you select on-screen as the delivery method and the report takes more than 30 seconds to generate, the report is sent by e-mail.

    • When generating a report, you can enter more than one e-mail address using a comma to separate the addresses.