Using the Report Center

The Report Center provides a single point of access for reports in SBM. 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. Select a category. The categories appear in a drop-down list or in a row depending on the current browser size. Choose to view reports from these categories:
    • Recent Reports

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

    • My Reports

      See reports that you created.

    • All Reports

      See all reports that you can access. Reports are listed alphabetically.

    • Built In Reports

      See all built-in reports for the selected application or application group. SBM provides a set of built-in reports that you can run for every application that you can access. The default set of built-in reports available to you depends on your product-access level.

    • 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.

    • Report Filters

      Lists available report filters that can be used in a report's Search Filter to limit report results. For details, refer to Using Report Filters.

  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 favorites, 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.