Reports can be used in a multitude of ways, including (but not limited to): auditing a record, tracking vendor services, running payroll batches, etc.

To access and run a report, navigate to the System Reports option found in the General menu on your Home screen. You will see several categories of reports to choose from; to see the reports stored in a category, click

to expand the listing.

When you have selected the report you wish to run, click the desired file format (‘PDF’, ‘HTML’, ‘Excel Data’, ‘Excel Formatted’) link. A new window will appear showing the report is processing; when it is finished, it will appear as a download for you to open. Click the report to open it.

Note: When using the HTML format, the report will open in a new browser window and not as a downloaded file.

If you plan to run a report on a regular basis, you can “favorite” it. To do this, click the

for the report. The icon will turn yellow and you will see it appear in the My Favorites category at the top of the page.