Running a report

1. Click Reports | <Report Category>.
2. Click <Report Name> or click Run beside the report name. To use a saved search, select the search beside <Report Name> and click Run. For more information, see Saving report search criteria.
3. Change the display option if necessary.
   • Screen opens the report in a pop-up window.
   • Export to PDF displays the report in Adobe PDF format. You can choose the page size and orientation. Report charts are displayed as static images in PDF files.
   • Export to XLSX displays the data in XLSX format. Report charts are also displayed.
   • Export to Excel CSV displays the report in Excel CSV format. This option renders well in Excel if your local settings support tab delimitation. The data in Excel CSV is always tab delimited and padded with =" ", regardless of local settings. For example:
     ="June Website Offer Lead" [TAB] ="Accantia Ltd." [TAB] ="Thomas Beesley" [TAB] "Lead"
   • Export to CSV displays the report in Comma Separated Values (CSV) format. The data is delimited according to the CSV File Export Delimiter set at system and user level. If you open the file in MS Excel, it may not be formatted correctly. You can open it in Notepad and use the CSV Excel option, or open in MS Excel and convert the formatting. For example, using the Text To Columns option.
     If you intend to open the report in Microsoft Excel or OpenOffice Calc, don't use the Export to CSV option, because these applications may automatically run embedded formulas in the data. We recommend that you use Export to XLSX or Export to Excel CSV in this case.
4. Select criteria for the report. If you leave the search criteria blank, the results return all permitted values. To select multiple criteria, press the Ctrl key and click the individual entries.
5. Click Go.