Skip to main content

Run and export a report

Before you begin: identify the question, period, scope, grouping, and authorized audience.

  1. Open Reporting.
  2. Set From, To, Program, Region, County, and Tract only as needed.
  3. Choose Financial record and Group by values.
  4. Select Apply filters.
  5. Review the summary cards and compare a sample with source records.
  6. For a portable finance result, select Download CSV under Finance postings (CSV).
  7. Record the filters and as-of time with the exported file and protect it according to its contents.

The operational dashboard with reproducible filters and summary measures.

Done when: another authorized user can reproduce the result from the recorded filters and the export is stored and shared according to policy.

See Reports and dashboards.