Generate a Report

1. Log into the system as someone with the Agreements Manager role and generate a standard report in the Agreements system.

2. Click Agreements on the Top Navigator then click Reports on the Sub-Navigator.

3. On the Standard Reports tab, click Report: Agreements by manager/PI to open the report.

4. Filter the agreement by Agreement Type, then type “CTA” and hit Enter on the keyboard or click the magnifying glass button. View the updated report.

Note: Click the help icon next to “Filter by” (top left of the slide-in) to see examples of how to use the “%” wildcard symbol in your filter criteria.

5. Click the Export to CSV button in the top right and open the report.

6. Close Excel and the report slide-in to return to the Reports page in the Agreements system.

7. Confirm you met the success criteria below:

• You can open a standard report.

• You can filter the data on the report to show only a subset of data.

• You can export the report and view it in Excel.