Permissions: There are several reports available to users based on system configuration and user privileges. Your ability to access the Reports module is based on your Run Reports and Schedule Reports privileges.

As an administrator, you may want to get reports about usage of the elluminate system. Other reports may include the Data Central Query Audit report and the Analytics Sheet Review Log report.

Users can refine a report by setting filters and rearranging columns and then saving it as a definition which can be used again at a later time.  

Run / View System Reports

1. Click the 9-dot icon to open the Platform Menu.
2. Select Reports under Platform Administration. The list of reports displays. For each report, the Title, Description, Last Executor, Last Execution Date display, as well as action icons to Run or Schedule the report.
   
   
   
3. Click on the Report Name, or click the Run Report icon at the right, to view the report details. The report displays in a table format.
   
   
   
4. Optionally, refine the report results by using: 
   1. Sort: Click on a header and select Sort Ascending or Sort Descending. An orange up or down arrow displays in the column header indicating the sort.
   2. Filter: Click on a header and select Filter. Depending on the column, filter options vary. Use the Include or Exclude Selections radio button, enter the text (or min / max values), then click Filter Rows.
      1. The Filtered columns are underlined in orange, and the Filters icon in the toolbar is a solid blue.
      2. To clear applied filters, click on the filtered column header, select Filter, and then click Clear. Or click on the Filters icon in the toolbar and select Reset Filters, Clear Filters, or remove column filters individually by clicking on the red circle beside the column name.
   3. Rearrange columns: Drag columns to another location by clicking on a column and dragging it to a new location.
   4. Fix Columns: right-click on a column header and select Fix, To the Right or To the Left. (To unfix, follow the same actions on a column that is fixed.)

Return to the List of Reports

To return to the list of reports, click the back arrow at the left of the report name.

Export the Report

To Export the report results:

1. Click the Export icon in the toolbar. An Excel spreadsheet with the title User_Login_[URL]_[DatTime].xlsx is downloaded to your computer.
   

Create and Manage Report Definitions

After you have filtered, sorted, and rearranged a report listing, you can save it as a Report Definition. The saved report definition will be available for you to select at another time, saving you time by not having to reapply filters, sort, and rearrange the columns. Definitions can also be edited and deleted. In the example below, a filter is applied to the Status column and the First Name column is sorted ascending.

Save a Report Definition

1. Refine the report.
2. Click the Save Report Definition button in the master header. The Save Report Definition window opens.
   
3. Enter the Name of the report definition.
4. Click Save. Or click Cancel to cancel the action.
   The saved definition displays.
   

Select a Definition

1. Click on a Report name in the Reports listing.
2. Click on the Report Definitions button in the master header. Saved Report Definitions display.
3. Select the Report Definition from the drop-down. 
   

The report displays based on the saved definition.

To return to the list of all reports, click the back arrow.

Edit a Definition

1. Select the Report Definition.
2. Make any changes to filtering, sorting, and rearranging.
3. Click the Save Report Definition button. The Save Report Definition window opens with the Name already populated.
4. Click Save, or click Cancel to cancel the actions.

Delete a Definition

1. Select the Report Definition.
2. Click the Delete Definition (trashcan) icon in the master header.
3. Click OK to confirm, or click Cancel to not delete.

Schedule Reports and Definitions

Users have the option to schedule a report to run as a task from the Reports listing page by using the Schedule icon at the right of a report. Report Definitions can be also be scheduled to run as a task by using the Schedule Definition icon in the toolbar.

Reports and Report Definitions can be scheduled to run at defined times.

Schedule a Report

1. From the Platform Menu, select Reports under Platform Administration. The list of available reports displays.
2. Click the Schedule Report icon at the right of a report. A New Task Window opens.
   

Schedule a Report Definition

1. From the Platform Menu, select Reports under Platform Administration. The list of available reports displays.
2. Click on a Report name.
3. Click the Report Definitions button.
4. Select the Report Definition from the drop-down you want to schedule.
5. Click the Schedule Definition icon in the master header. A New Task Window opens.
   

The New Task window has three tabs across the top, Task, Schedule, and Actions. The user must enter the details in each tab. Fields with a red asterisk are required fields.

1. From the Task tab:
   
   
   1. The Name field defaults to the system name of the report. In this example it is “RunReport_User_Activity_User_Logins". Change as needed to be more descriptive.
   2. In the Description field, enter any additional description for the scheduled report.
   3. The Active checkbox is selected by default. Click to clear the checkbox if you do not want the schedule to run.
      
      
2. Click the Schedule tab.
   
3. Select the timing of the report. Enter the Start Date by entering the date or using the drop-down calendar, and enter the time.
   1. Click the Repeat checkbox, if appropriate.
      1. If Repeat is checked, additional fields become available to select Repeat every, Days (default), or click the drop-down to select Minutes, Hours, Weeks, or Month.
      2. Select the Ends checkbox, if appropriate, and enter the end date by entering the date, or by using the drop-down calendar.
4. Click the Actions tab.
   
   
   1. Because you are scheduling this from within System Reports, the actions for this have already been defined – Run Report  and Email; the email by default is set to notify you when the report is ready. You can edit the information in either the report or the email by clicking on the appropriate row’s edit icon.
      
      
5. If you are satisfied with your selections, click Save. A Task for the scheduled report  or report definition will be created.

The user receives an email when the report definition runs with the report attached.