Generating Reports

From InSite

InSite provides out-of-the-box reports and enables users to generate ad-hoc reports at will. Not all users can generate reports--users must have permission from the System Administrator to create, manage, or run reports.

Viewing Out-of-the-Box Reports

To view out-of-the-box reports:

1. From the InSite Home page, select Setup > Application Setup > View Installed Packages. The Installed Package page opens.
2. Go to the Package Name column and click InSite Base. The Package Details page opens.
3. Go to the Package Components panel and locate the Name column.
4. Click one of the package names to view the report.

Generating Ad-hoc Reports

To generate an ad-hoc report:

1. Open the Reports tab.
2. Click Create New Custom Report. The Report Wizard Opens.
3. Go to "Select the type of data you wish to report on" and select a data type from the pull-down menu. Click Next.
4. Select the Report Format and click Next.
5. Select the Columns that you want to appear in the report and click Next.
6. Select the Standard Summary Fields that you want to appear in the report and click Next.
7. Specify the Column Order and click Next.
8. Select the Report Criteria: Standard Filters, Advanced Filters, Limit Row, and Advanced Settings.
9. Click Run Report.

Creating Management Reports

Reports can be turned into graphical “dashboards” and run on any criteria, including closed records.