Running a report from the report screen

UniFocus is currently transitioning reports from their original locations in the Reports ( ) menu to the new Reporter module. If your property is not using Reporter, access reports from the Reports ( ) menu.

Note: If your property is using Reporter, be aware that not all reports have been migrated. If you cannot find a report in Reporter, check to see whether it is in its original location in the Reports menu ( ).

In the toolbar, click the Display the report menu icon ( ).
From the drop-down list, select the report you want to configure and run.
The report screen appears.
Configure the report as necessary.
For more information, see Configuring reports.
Click Run ( ).
The report is generated.

Running the report from Reporter

Reporter centralizes all

RMS

reports, including client-specific and multiple-property reports. For more information, see Reporter.

Do one of the following to access Reporter:
- If you are using the UniFocus Mobile App:
  - Go to the URL provided by your UniFocus Project Manager.
- If you are using
  RMS
  :
  1. Click the Display the report menu icon ( ).
  2. From the drop-down list, select Reporter.
    The Reporter screen appears.
If necessary, search for the report you want to run.
Double-click the name and description of the report you want to open.
The report opens in a new tab.
Configure the report as necessary.
Note: You must select a database and property to generate a report.
At the bottom of the screen, click Generate Report.
The Generate Report dialog box appears.
Click the option you want.
Note: The available format options depend on the report type.
The report is generated. If you selected to view the report, the report opens in a new tab.

Running a report in Task Scheduler

Task Scheduler is mainly used to schedule frequently used reports to run automatically. However, if a report has already been scheduled to run on a specified day and time, you can choose to run the report immediately on the Task Scheduler screen.

For information on running a report in Task Scheduler, see Running a Scheduled Task Now.

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