Permissions: Several reports are available based on system configuration and assigned privileges. Access to the Reports module depends on the Run Reports and Schedule Reports privileges.

Administrators may require reports on elluminate system usage. Additional available reports include the Data Central Query Audit report and the Analytics Sheet Review Log report.

Reports can be refined by filtering, sorting, and rearranging columns, then saved as definitions for later use.

Run / View System Reports

1. From the Platform Menu, select Reports under Platform Administration. A list of reports displays, each displaying the Title, Description, Last Executor, Last Execution Date , and icons to Run or Schedule the report.
   
2. Click the Report Name, or the Run Report icon to view the report details. The report displays in a table format.
   
    
3. Optionally, refine report results using these methods: 
   1. Sort: Click a column header and select Sort Ascending or Sort Descending. An up or down arrow in the column header indicates the sort order.
   2. Filter: Click a header and select Filter. Filter options vary by column. Use the Include or Exclude Selections radio button, enter text (or min/max values), and then click Filter Rows.
      • Filtered columns display a solid filter icon, and the Filters icon in the master header is also solid.
      • To clear filters, click the filtered column header, select Filter, and click Clear. Alternatively, click the Filters icon in the master header and select Clear Filters, or remove individual column filters by clicking the red circle next to the column name.
   3. Rearrange columns: Drag columns to reposition them.
   4. Fix Columns: Right-click a column header and select Fix, To the Right, or To the Left. (To unfix, repeat these steps.)

Return to the List of Reports

To return to the list of reports, click the back arrow next to Reports in the master header.

Export the Report

1. Click the Export icon in the master header. An Excel spreadsheet with the title User_Login_[URL]_[DatTime].xlsx downloads to the computer.
   

Create and Manage Report Definitions

After filtering, sorting, and rearranging the report listing, it can be saved as a Report Definition. This saved report definition can be selected later, saving time by eliminating the need to reapply filters and rearrange columns. Definitions can also be edited and deleted. The example below shows a filter applied to the Status column and the First Name column sorted in ascending order.

Save a Report Definition

1. Refine the report as needed.
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 to save the definition, or Cancel to cancel the action.
   The saved report definition displays. 
   

Select a Definition

1. In the Reports list, click a Report name.
2. Click the Report Definitions button in the master header. Saved Report Definitions display.
3. Select a Report Definition from the drop-down menu. 
   

The report displays based on the saved definition.

To return to the list of all reports, click the back arrow next to Reports in the master header..

Edit a Definition

1. Select a Report Definition.
2. Make changes to filtering, sorting, and column arrangement.
3. Click the Save Report Definition button. The Save Report Definition window opens with the name prepopulated.
4. Click Save to confirm the changes, or Cancel to cancel the actions.

Delete a Definition

1. Select a Report Definition.
2. Click the Delete Definition icon in the master header.
3. Click OK to confirm deletion, or Cancel to cancel the action.

Schedule Reports and Definitions

Reports can be scheduled to run as tasks from the Reports listing page using the Schedule icon in the Run/Schedule column. Report definitions can also be scheduled using the Schedule Definition icon in the master header.

Reports and report definitions can be scheduled to run at specified times.

Schedule a Report

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

Schedule a Report Definition

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

The New Task window includes three tabs: Task, Schedule, and Actions. All required fields are marked with a red asterisk.

1. From the Task tab:
   
   1. Review the Name field. The default value is the system-generated report name, for example, RunReport_User_Activity_User_Logins. Update the name to a unique and descriptive value as needed.
   2. In Description, enter additional information about the scheduled report.
   3. The Active checkbox is selected by default. Clear the checkbox to disable the schedule.
   4. Check Cancel stalled action(s) after xx hour(s) and update the number of hours, if needed.
2. Click the Schedule tab.
   
3. Configure the report timing. Enter the Start Date using the date picker or by typing the date and time.
   1. If applicable, select Repeat.
      1. Enter a value in Repeat every, and choose a repeat interval. The default interval is Days; other options include Minutes, Hours, Weeks, or Months.
      2. If applicable, select Ends and enter an end date using the date picker or by typing the date.
4. Click the Actions tab.
   

   1. When scheduling from within System Reports, the Run Report and Email actions are predefined, and email notification is enabled by default.

   2. Edit report or email settings by clicking the Edit icon in the appropriate row.
       

5. If selections are satisfactory, click Save. A task for the scheduled report or report definition is created.