The Reports function within iSite provides a robust method to view data in a pageable format that can also be exported to various hard copy formats such as PDF, Microsoft Word, Microsoft Excel and more.


Permissions for Reports

Access to reports are controlled by default permissions.  In addition, certain reports can be made available to specific Audiences by a Portal Administrator.  See the Report Permissions topic for more information.


Where are Reports Found?

Reports for various modules or areas in iSite can be found in many places.  Typically, if a module or area has reports available, you will see a Reports link in a module directory page, such as the Security tab in the Admin page.  Clicking that link will display the list of Reports that are available for that module or area.


Example of a Reports link in a module directory page


You may also find reports from menus in the Global Navigation Bar, such as for Timekeeping.

A reports link from the Global Navigation Bar


Lastly, you may find reports available from menus in the Sidebar, such as for Task Management.

A reports link from the Sidebar


The Reports List

Access to reports are controlled by default permissions.  In addition, certain reports can be made available to specific Audiences by a Portal Administrator.  See the Report Permissions topic for more information.


A sample list of Reports, this from the Admin > Security page


The Report Parameters Screen

Once you have chosen a report to run, you will be presented with the Report Parameters screen.  


The Report Identification section will list the report that you have chosen to run, as well as a description.  


The Report Parameters section will contain any input parameters required by the report.  If the report does not have any required input parameters, this section will not be visible.


The Report Rendering and Delivery section displays options for report rendering (Screen or File Format) and delivery (e-mailing, downloading, etc.).


If choosing to view the report via a file format, you will also be presented with options for delivering the file.


Available Report Delivery Options

The following Report Delivery Options are available when you choose to view a report in a file format:


  • E-Mail to Me
  • E-Mail to Users
  • E-Mail to External Addresses
  • Save to Document Library *
  • Download to Personal Download Queue (downloads a copy to the browser and maintains a copy in your download queue)


* Saving to Document Library option will not be available if you are viewing iSite via Single Sign-On


A sample report parameters screen for a Timekeeping report


The Report Viewer

If you have chosen to view a report on the Screen, you will be presented with the Report Viewer.  The Report Viewer allows you page through a report one page at a time.  You can also choose to export the Report to a file format by clicking the Save button on the Report Viewer toolbar.


If you would like to modify the parameters that you used to generate the report, click the Back to Report Options button on the toolbar.


To view the list of Reports so you can select a different report to run, click the View Reports button on the toolbar.


A sample report viewer screen for a Security Report


How to Run a Report For Viewing on the Screen

  1. In the Reports List, click the Name of the Report that you want to run.
  2. On the Report Parameters screen, in the Report Parameters section*, enter the appropriate parameters that the report requires.
  3. In the Report Rendering and Delivery section, select Screen for the format.
  4. Click on a Generate Report button to run the report with the selected options, or click the View Reports button on the toolbar to return to the report list.


* If a report does not have any required Parameters, the Report Parameters section will not be displayed.


How to Run a Report For Download

  1. In the Reports List, click the Name of the Report that you want to run.
  2. On the next screen, in the Report Parameters section*, enter the appropriate parameters that the report requires.
  3. In the Report Rendering and Delivery section, select one of the available File Formats.
  4. In the Report Rendering and Delivery section, select one or more methods for delivery of your reports.
  5. Click on a Generate Report button to run the report with the selected options, or click the View Reports button on the toolbar to return to the report list.


* If a report does not have any required Parameters, the Report Parameters section will not be displayed.


Page ID:6984-6221-7654