Viewing a report

Article:HOWTO81939  |  Created: 2012-11-05  |  Updated: 2013-04-18  |  Article URL
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Viewing a report

You can view reports in the Process Manager portal on the Reports page or on any portal page that includes reports. For example, the My Task List page and the Tickets pages include reports.

Your permissions determine the reports that you can view.

For information about optimizing your reports to improve the performance of the Process Manager:

See Optimizing reports in the Process Manager portal.

To view a report on the Reports page

  1. In the Process Manager portal, click Reports.

  2. On the Reports page, under Report Categories, select the category that contains the report to view.

  3. Expand the Reports section and do one of the following actions to view a report:

    • Click the name of a report.

    • To the right of the report name, click the Actions symbol (orange lightning) and the click View.

  4. (Optional) To take action on the report, click the Actions symbol (orange lightning), and then select the appropriate option.

    See What you can do with a report.

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