8.2 Running a Report

This lesson will show you how to run a report in AgileCase.

Go to the "Reports" tab

To run a report, first go to the "Reports" tab in the AgileCase toolbar.

Select a report

your reports will be listed on the left hand side of the page. Click the name of the report you want to run to select it.

The "+" symbol next to some reports indicates that they include user defined criteria.

Run the report

The report name will now be displayed at the top of the screen. Click the "Run" button to run the report and display the results.

Exporting a report

Once the report has run the results will be displayed on screen where it can be viewed.

It is possible to export a report ot a variety of formats by clicking the "Export To" button then selecting the format of your choice to download the file.

Report in Excel

This is an example of the custom field IDs report exported to XLSX. As you can see, the rows and columns are exported in to the corresponding positions in Excel.