Running a Report

Reports enable you to view information about contacts, accounts, opportunities, tickets, and other related data.

To run a report

1. On the Navigation Bar, click Reports.
2. In the Report list view, Reports tab, select a report, right-click, and then click one of the following:
   • Delete: Removes the selected report from your list.
   • Run: Select this option for reports you want to run only once, or reports you require immediately.
   • Schedule: Select this option to set up a day, date, and time to run a report and a recurrence. Use this option for reports that need to run regularly, or for large reports that you want to run at off-peak times.
     
3. Make your selections using the Report Job Scheduler Wizard, and then click Finish.
4. When the progress message box appears, do one of the following:
   • Wait for the job to complete and open your report from the link that displays.
   • Click Close to dismiss the box. The report continues to process in the background. When the report is available, a job notification alert appears in the menu bar. You can either view the report from the Job Notifications box or from the Reports History tab.

Related Topics

Viewing existing schedules

Using the History tab to view, print and store reports