Run a Report from a Template Manually

Required security profile permissions: Custom Reports View

After you create a report template, you can either run it manually or you can set up a report schedule that will run it for you one time or on a recurring schedule.

Manual reports have two limitations: the report must contain no more than 13 months of data, and the report must take no longer than three minutes to run. You must use a report schedule to run reports that exceed these limitations.

1. Click Reporting/Analytics → Custom Reporting → Report Templates.

   A table containing your current report templates appears.

2. Locate the template you want to run. Click to open it.

3. Click Run.

   A pop-up window appears that says your report is processing.

   You are locked into the screen and cannot navigate away until the report generation process is complete. Click Cancel to cancel the report and close the window.