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How to Run a Report in Argenta

Follow these steps to run any report in Argenta:

  1. Open the Report Center from the top right of the header
  2. Find your report by:
    • Clicking a category card and browsing reports, OR
    • Opening a category and using its search box to find a report by name or description, OR
    • Clicking My Favorite Reports if you saved it as a favorite
  3. Click on the report card to open the report page
  4. Set your report parameters (filters):
    • Select date ranges if applicable
    • Choose category or entity filters from dropdowns
    • Set any other filter options specific to the report
  5. Click the Run Report button
  6. View your results in the data grid below

After running the report:

  • Results appear in a sortable, paginated grid
  • Some reports also display charts or visualizations
  • Use the Export To PDF button to export results
  • Click Reset Report to clear all filters and start over

Tips:

  • Date filters default to useful ranges but can be adjusted
  • Leave filters blank to include all data
  • Large reports may take a few moments to generate
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