Standard Reports

Standard Reports are pre-built, quick & easy to run giving you quick information with just a few clicks.

Below are the Guidelines for Standard Reports:

• At minimum, users will need the below permissions at the account level to run, create, and edit Reports from Module > Reports. 
  • LMS: Accountreport
  • MOC: MOCUser 
  • ACT: ACTUser
  • CSM: CSMaccountreport

• Standard reports can be added as desktop shortcuts to users with report access.
• Standard reports cannot be saved like custom reports. 
• If administrators will be running the same report frequently, we recommend taking a look at the custom report options to avoid re-entering the same filters each time. 
• Within the reports folder, custom reports will appear on the left while standard reports will be on the right.
• Every report type has a brief description providing a use case for when you would leverage the report. 
• Reports can only display 16,000 records at a time. If you exceed that limit, a message will be displayed recommending more filters be applied.

How to Run a Standard Report

1. Click on the desired module in the top left.
2. Click Reports
3. Click the title of the desired standard report.
4. Enter in various filters, criteria, etc. to obtain the desired results.
5. Click Run Report

Navigating the report results screen:

• Export the report to an excel sheet by clicking on the excel icon in the top right.
• Navigate back to the edit report screen with the back arrow in the top right.
• Click on the column header to sort by ascending or descending.
• Click on the title of the MOC, ACT or LMS item when a blue hyperlink is shown to display more information like summaries. 
• Drag and drop column headers below the search criteria (in the top left) to group the same results in that column together. 
• Change the number of records displayed in the bottom left.
• Click on the "Show Filter" option in the bottom right to display temporary filter options for each of your column headers.