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Run a report

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Run a report

Run a report to view current data with an existing report configuration.

Before you begin

To administer reports, reporting roles, and report sources, navigate to Reports > Administration and select the area to administer. See Administering reports.


  1. Navigate to Reports > View/Run.
  2. Click the title of the report you want to run.

Run a report from a list

You can create a pie or bar chart report directly from a list. If you have a reporting role you can also save, distribute, and export these reports.

  1. Navigate to the list.
  2. Right-click the header of the column that contains the values you want to be displayed as the bars or slices in the chart.
  3. Select Pie Chart or Bar Chart.

    The report is generated.