How to Run a Report

How to Run a Report:

• Go to Reports -> Report Wizard or Select the Report Wizard icon 
• The Report Wizard screen opens with a 5 step process:

Step 1: Choose An Action:

• Being that you are running a report, leave the Run Report selected.

Step 2: Choose a Report...

• In this step you select the report that you would like.  
  • You can select from the dropdown menu
  • An easier way to search is to use the "Smart Search Tool" which looks like a magnifying glass and is located at the end of the dropdown: 
    • Start to type in the box under the words "Smart Search" and the list will get narrowed down by what you type
    • Select the report you want and hit the "OK" button.
  • Many reports have a Sample that you can view to see what the report looks like and an Overview with report details.
    • To view the Sample and/or Overview... you can select the buttons on the right side 

Step 3: Choose a Filter...

• This can be the most complex part of your report.  You need to create a filter to tell Admire which data to pull on the report.
  • Running a report without any filter will bring up all the information possible for that report.
  • Many reports come with their own inherent prompts and will ask you for some information before the report can run.
  • To learn more about setting up filters please watch our filter video series. 
  • You can use the dropdown list or the Smart Search to look for previously made filters.
  • Use the "New" button to create a New filter.
  • Use the "Edit" button to edit a previously created filter.
  • Use the "Copy..." button to copy an existing filter.
    • It will prompt you to rename the copy.
    • Type in a new name and hit "OK".

Step 4: Name Your Report...

• This step in not necessary, the report can run with out having a name.
• Use the white box to type in any name you choose if you wish to do so.

Step 5: Process...

• This step has a few options to choose from:
  • Azure Web Browser: 
  • Azure Desktop: 
• If your report and/or filter has prompts, you will be prompted for the information when doing this step.
  Note:

  Downloading/Saving/Printing reports can vary whether you are on Azure Web Browser or Azure Desktop
  Learn more about this by reading: A: Download/Save/Upload on Azure Browser and B: Download/Save/Upload on Azure Desktop
• Preview:
  • Generates a report you can view and then save or print.
• Save/Download:
  • Azure Web Browser = Download 
    • Download the report to your personal Downloads folder.
  •  Azure Desktop = Save
    • Choose where to save the report before it generates.
• Print...
  • Send the report to print - without previewing.
• Email...
  • Send the report as an email attachment - without previewing.
• Automate...
  • Use Advisor to Automate the report - learn more about this here. 
• Cover Sheet...
  • Generate a cover sheet for your report with report and filter details.
    • This will generate like the "Preview" option.