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Reports Workflow

The following workflow is intended as a basic guide for getting started with the Reports feature of for the first time. It is not a best practice, and may not correspond to the requirements of your organization.

  1. As an organization, review the report templates provided in, and identify reports that are relevant to the requirements of your organization.
  2. As an organization, identify appropriate schedules for the reports that you want to run.
  3. Create the relevant reports and schedule them based on the requirements identified by your organization.
  4. Run on-demand reports as needed.
  5. Review the results of the reports. Based on the results, identify actions that are required by members of your organization. Additionally, identify if new reports are now required.
  6. Periodically review the requirements of your organization. Create or modify reports if the requirements have changed, and delete reports that are obsolete.

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