<img src="https://cdn.livechat-files.com/api/file/kb/file/10991922/349a8eff1e-12f4ebd019b33e3a949b.jpeg" alt="">
&nbsp;
ACCESSING SYSTEM REPORTS
&nbsp;
Follow the below steps to access System Reports, including the department workspace of selected reports, as well as the full list of System Reports.
&nbsp;
1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Go to Browse &gt; Reports or on the ribbon bar go to the Reports tab and click the Reports button.
2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; This will pull up the department workspace which will be built with the reports utilized. 
3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; To access the full list of System Reports, click the Add Report button on the right.
4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Browse the list of available System Reports. Once a report has been chosen, left-click it and hit Accept in the upper left.
5.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; The selected report will now appear in the workspace, under the default System Report category.
6.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Highlight the new report and click the Preview button on the right hand side.
7.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; The report layout will now appear for previewing. 
8.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; On the right hand side,&nbsp;Report Filters allows for use of&nbsp;a pre-built filter or to build a new filter. 
9.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; After the desired filter has been selected/built, click the Preview Report button above the Report Filters area to generate the report and apply the selected filter.
<img src="https://cdn.livechat-files.com/api/file/kb/file/10991922/b2939c1de8-6a8c4ca33571cb6f30b7.png">

 

ACCESSING SYSTEM REPORTS

 

Follow the below steps to access System Reports, including the department workspace of selected reports, as well as the full list of System Reports.

 

1.       Go to Browse > Reports or on the ribbon bar go to the Reports tab and click the Reports button.

2.       This will pull up the department workspace which will be built with the reports utilized.

3.       To access the full list of System Reports, click the Add Report button on the right.

4.       Browse the list of available System Reports. Once a report has been chosen, left-click it and hit Accept in the upper left.

5.       The selected report will now appear in the workspace, under the default System Report category.

6.       Highlight the new report and click the Preview button on the right hand side.

7.       The report layout will now appear for previewing.

8.       On the right hand side, Report Filters allows for use of a pre-built filter or to build a new filter.

9.       After the desired filter has been selected/built, click the Preview Report button above the Report Filters area to generate the report and apply the selected filter.



Accessing System Reports