Using Polaris reports

This topic provides an overview of using Polaris reports. Follow the links for more detailed information on each subject mentioned.

Creating a report

You have two choices when you use reports:

You can run one of the default reports listed on the Reports page – just click the report name.

Or, you can create a report based on a report template – click New Report:

and select a template:

It doesn’t really matter which of these you choose. The default reports are set up for particular common use cases, but offer all of the same fields as the templates they’re based on; what differs is which fields are enabled in each report.

You can see which template a default report is based on by clicking the Settings button:

and looking in the top, right-hand corner of the dialog that displays:

Refer to the Report field definitions if you need help choosing which report to use.

Configuring your report

Once you’ve created your report, the setting options available are the same. Click Settings to open the Settings dialog.

(If you’re adding a new report, this dialog will open automatically after you select your template.)

You can add or remove report columns (also known as report fields) that will appear in the report.

You can even create custom columns, based on formulas, if needed.

If you want to change how data displays, you can modify grouping and summary options for the columns.

And, after you save settings, you can click the Edit link to modify which filters are available for refining results after you run the report.

Running your report

Once your report is configured, click Run Report to see the report data.

At this point, you can filter data by the filters you selected. Or, you can go back and reconfigure your settings.

Whenever you make changes to report settings, be sure to click Run Report again to see your updated data. And, be sure to save any changes you’ve made if you want to view them again.

Sharing and publishing your report

There are several options for publishing report data. You can:

Share it with other Polaris users so your report appears in their default reports list.
Email reports to colleagues.
Set up a schedule, so a report you’ve created is emailed to users you select on a regular basis.
Export reports to Excel or PDF, or print reports.

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