Using the Report Center

The Report Center provides a single point of access for reports for the selected application or application group. You can use the Report Center to create, run, and manage reports.

See the Report Center in Action

Use one of these options to open the Report Center:

Use the legend below the following figure to learn more about the Report Center.


  1. Choose to view reports in these categories for the selected application or application group:
    • Recent Reports

      See the most recently run reports. Results are limited to 200 reports.

    • My Reports

      See reports you created.

    • All Reports

      See all reports you can access for the selected application or application group. Reports are listed alphabetically.

    • System Reports (On-premise only)

      See reports that provide information about administrative aspects, such as fields, user privileges, group membership, user activity, and more. Typically, System reports are only available to administrators. They cannot be deleted or customized, nor can new System reports be created. For details, refer to the SBM Reporting Guide located on the Documentation Center.

    • Scheduled Reports

      Lists reports that are scheduled to run at a particular time. Results are sent to your e-mail address. For details, refer to Scheduling Reports.

  2. Search for reports within the selected category.
  3. Click to create new custom reports. For details, refer to Creating Reports.
  4. Filter the list of reports by application, project, auxiliary table, report type, access level, or author.
    Note: If too many items are returned in any category, you can search the results lists. For example, if more than 10 applications are returned, you can search for a specific application in the result list.
  5. Click a report row to run the report.
  6. Hover over a row to and click an icon to:
  7. Click the star icon to pin a report to your menu. Pinned reports are indicated by a yellow star. Click the yellow star to remove a report from your menu. For details, refer to Customizing Your Menus.