Account Reports

On the Reports page, the second tab lists all available Account-level reports. The available reports are set by the administrator. 

This is the same list of reports you would see after clicking the Reports link while in an account. 

You can generate any of the available reports for a single account, or you can generate a bulk report that includes multiple accounts.

To generate a single-account report, select the report you want, and below the list, choose the account. Then click Launch Report. 

Most reports, such as the Org Chart report, require no further input from you. Other reports require additional parameters. For example, when you launch the Action Plan Report, you need to specify the comparison period and choose whether to show descriptions.

Or, when you launch the Timeline Report, you can choose whether to include notes and from when.

Launching a report creates a preview on-screen, and for most reports you can choose whether to download in PDF or PowerPoint format. 

To save the report, click the Download button at the top right.

When generating bulk reports, the accounts included are based on your current account filter. By default, all accounts will be included, but you can narrow the list of accounts by clicking the Account Filter drop-down and choosing just My Accounts, which are accounts for which you’re the owner, or accounts for which you’re a contributor. The administrator can set up additional system-wide filters, and you can click Add Filter to create your own filter which will be available only to you. For example, you can create reports only for accounts in certain regions, or accounts that use specific products.

Select the report you want to generate in bulk, then click Bulk Reports.

Set any report parameters if required, confirm that the number of accounts is correct, and generate.