Before You Begin

Standard reports are available to producers who have access to Reporter. The following sections identify the permissions required to view reports and explain how to launch Reporter.

Producer Permissions for Reporter

Producers who are assigned to roles that have the View Reports permission can start Reporter. For more information about managing a user’s roles and permissions, see Managing Accounts and Users.

Starting Reporter

Producers with the View Reports permission can start Reporter from the Producer Portal.

To start Reporter

In the Producer Portal, click System > Reports. The Producer Portal opens Reporter in a new window.

Standard reports are available in Reporter in the ALM Standard Reports folder (in the Public Folders directory). See the next chapter for details about each standard report. Double-click a report to configure its prompts and run it.

Tip:For more information about using the Reporter basics, see the Reporter Quick Reference (available via the Flexera Product and License Center).