Once a Report has been created and saved, anyone with access to the Reports feature will be able to run the details for that report and export the results to Excel for use outside of Athennian.
Access a Saved Report
- Click on the Reports icon in the menu bar on the left
- Depending on how your organization has structured Reports, there might be folders containing specific Reports, or all Reports might appear immediately on the left
- Find the Report title and simply click on the title of that Report to view the details
Adjust Data Filters
Note: depending on Access configuration, some Users may not be able to adjust data filters.
- Review the Data Filters near the top to identify what information will be shown in the results
- If the saved defaults are not correct, update the filters as needed. For example, if running an Entity by Name Report, enter the desired name in the open text field to the right of the Entity Details: Name filter.
- It is also possible to adjust the Data Modifier field. For example, if the filter reads "show Entities where the name is XXX," it may be beneficial to change the second field to "show Entities where the name contains XXX."
Run and Export Report
- With the Filters set as needed, click on the Run Report button in the top right area of the Report
- The results of the Report will appear below
- If the results are not as expected, adjust the Filters and click on Run Report again
- To extract the results of the report, click the Export button that appears on the right above the results and select the desired format
- Exported files will be saved to your web browser's download files