To generate a report, use a report template.

Prerequisites

Create a report template.

Procedure

  1. In the menu, click Environment.
  2. In the left pane, navigate to the relevant object.
  3. Click the Reports tab and click Report Templates.
    The listed report templates are associated with the current object.
  4. Navigate to the relevant report template, click the vertical ellipsis, and select Run.

Results

The report is generated and listed on the Generated Reports tab.
Note: To regenerate the selected report, from the Generated Reports tab, click the vertical ellipsis against the generated report and select Run.

What to do next

Download the generated report and verify the output.