PeopleMatter: How do I Run a Report? (video)

Administrators and Managers can use the Reporting feature to gather data efficiently.

To access the Reporting feature:

• Click WorkSpaces
• Under your organization's name, click Administrator
• The Administrator WorkSpace or HOME tab will appear. Click Reporting
• To access reports, you can click Library or View then Repository to select the report to run
• Note that after you run reports, items will populate under Recently Viewed Items

To run a report from the Library:

• Click Library
• The list of available reports will display.  Click on the report's name to open the report
• You can also right-click on the report name and select Run in New Tab if you prefer

To run a report from the Repository:

• Click View.  Click Repository
• Reports will display on the left side of the screen
  • The reports will be separated into folders by modules
  • System reports will be in a hierarchy under the System folder
  • The reports that you have saved will be in a folder with your username that is located in the folder with your company name
• Click on the report's name to open the report
• You can also right-click on the report name and select Run in New Tab if you prefer

To customize a report:

• After you have run a report, you can:
  • Move Column –  Click on the column to highlight it, then drag and drop it to a new column position
  • Hide Column – Click on the column to highlight it, then click the graph icon, which will give you the option to Hide column
  • Add Column – Click on any column to highlight it, then click the graph icon, which will give you an option to Show columns.  Select the column to add
  • Filter Column - Click on any column to highlight it, then click the filter icon, which will give you options to filter on rows
  • Sort Column - Click on any column to highlight it, then click the up arrow or down arrow, which will sort the results in ascending or descending order, respectively

To apply filters to a report:

• After you have run the report, you can apply different filters.  The filters will display on the left.
• Set the filters to meet your needs.  Click Apply
• The report will be rerun based on the filters you applied

To save a report:

• After you have run the report, click Save. Click Save As
• You will be prompted to give the report a Name
• You can enter a Description but it is not required
• Under your organization, select the appropriate folder
• When finished, click Save
• Your report will be saved for later review from the Reporting Dashboard under Recently Viewed Items

To export a report's results:

• After you have run the report, click Export
• You will be prompted to select the Export As Type
• The report will download as the file type you select
• Open the report in Excel or save it to your computer

For additional training regarding Units, please view the Run Reports eLearning Lesson: