Running a Report

There are a few ways to run a report. You can click the report name in the Name column, or click the Run button in the Control area.

The default report format is DHTML. You can select another format on the Report preferences page in. To change the format:

Enter Parameter Values

Select the content and criteria for the report

For example, you can select a channel, such as email or form messages and secure or unsecure content.

You have different criteria choices depending on the nature of the report. For example, the choices might include date range, case, subject, beginning and ending dates and a message action.

If the report does not contain exactly what you are looking for, you can select different content and criteria and run the report again. You can then print the report or export the information to a file for use in another program, such as a spreadsheet application.

To save the report, click Save in the Report  menu or click the Save icon on the toolbar.  Select a format in which to save the version. You can select HTML, PDF, TEXT, Excel, Rich Text Format, and XML. To view a report in Excel, follow the steps under Viewing a Report in Excel.

To set a schedule for reports, see Scheduling Reports.  

To run the report:
  1. Select the report you want to view from the Name list or click the Run button in the Control area.

  2. Select the report criteria on the Parameters page:

  1. Select a Channel, such as email or form messages.

  2. Select Secure or Unsecure.

  3. Select All, Date Range or Fields for the criteria.

  1. Select specific criteria from the Fields if applicable.

  2. Specify a message action.

  1. Click Submit to view the report. The results of the report are displayed in a new window.  You can run the report again with different criteria or save the report.

  2. To save a report, click the Save icon on the toolbar.

Advanced Run

In addition to running and viewing a report in the default format, you can select Advanced Run to view and save reports in other formats.

To run an Advanced report:
  1. Click the Advanced Run icon in the Control area.

  2. Select the report criteria:

    1. Select the Report and Catalog version.

    2. Select the view format.

    3. Enable Style Group if required.

    4. Enable Encoding if required.

  3. Click Submit to view the report. The results of the report are displayed in a new window.  You can run the report again with different criteria or save the report.

Tip: In the JReport admin page under Configuration->advanced->View Report Timeout, you can set the timeout for running reports. This limits the amount of time Reports will spend processing Find Criteria.

Viewing Reports in Excel

While viewing a report in the Excel format, the report opens up in the same window as the reporter client. This may disable the viewing of any already opened Excel sheets in your desktop. To avoid this, open the Excel sheet in a separate window with the following setting.

1. Open Windows Explorer.

2. Go to Menu Tools>Folder Options>File types.

3. Search for XLS extension and click Advanced.

4. Select New and clear "Browse in same window."

5. Select Open and clear "Browse in same window."

6. Click OK to close each opened pop up window.

7. Run the report again to view it in Excel in a separate window.


Learn about reports.

Can I view a list of all reports?

How do I schedule a report?

Can I export a report?