How to Open Reports on the Cloud Reports System

Before you can open a report you must first locate the bid/scenario associated with the report.

Select the [Select a Scenario] button at the top part of the screen to open a bid.

Search for the bid/scenario associated with the report you want to open.

Open Common Reports

There are two options for opening common reports.

Viewing in the App

Click on the arrow icon to the right of the report you want to view.

The report opens in a new tab.

Downloading and Viewing in the App

In the File Type section at the top of the screen, select the file type you want to download.

Click on the download icon to the right of the report you want to download and view.

The selection downloads the report to your local device and opens the report in a new tab.

Applying Filters to Reports

Click on the pen and paper icon to the right of the report you want to filter.

Add or edit filters as needed.

Open Custom Reports

There are two options for opening custom reports.

Viewing in the App

Click on the arrow icon to the right of the report you want to view.

This opens the Customization screen on a new tab. Here you can customize the report. When you are ready to the view the report, go to the “Preview” tab.

Downloading and Viewing in the App

In the File Type section at the top of the screen, select the file type you want to download.

Click on the download icon to the right of the report you want to download and view.

The selection downloads the report to your local device and opens the report in a new tab.