Find a report

Search for customised reports that you or your colleagues have created in the past.

Note: This topic shows you how to search for customised reports, it does not apply to the set of standard (Enterprise) reports that are supplied with the system See Enterprise Reports for information on these standard reports.

To find an existing customised report:

From the Reporting menu, select Data Extract. The Data Extract screen appears.

Select the type of report you want to find from the Filter by Data Type drop-down list.
To select an existing custom report, click the checkbox next to the report. To select all the custom reports, click the Select All checkbox in the black header row.

The fields for the search filter are:

You can filter your search results in the columns that have the funnel symbol. To use the filter, type the name or first few letters of the name you want. For the Files column, select whether you want to show new files only.

To deactivate a report

Find the report you want and click the box at the extreme left of the row to select the report.
Click the Deactivate button, or click the toggle switch icon in the Active column

To activate a report

Find the report you want and click the box on the extreme left column to select the report.
Click the toggle switch icon in the Active column.

To delete a report

Find the report you want and click the box on the extreme left column to select the report.
Click the Delete button, or click the bin icon at the extreme right of the row.

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