How to Run a Report


To run your report, perform the following steps:

  1. Go to the Portal by clicking here.

    NUI_Run_Report_101.jpeg

  2. Hover over 'REPORTS' in the Portal menu and select 'ALL REPORTS'. The Manage Reports screen is displayed.

    NUI_Run_Report_102.jpeg

  3. OptionalSearch for the required report by entering the search query to the relevant field according to the following options:
    • REPORT NAME - Enter the name of the required report.
    • CREATED BY - Enter the name of the user who created the required report.

      Press enter/return. Your search results are displayed.

  4. Go to the required report and click on it to open. Your report is displayed. 

    NUI_Run_Report_103.jpeg

  5. Apply the required filter fields according to the following table:

    Field Name Description
    Company* Enter the name of a required company to see its report data.
    With Affiliates Optional: Click on this button to include/exclude the report data from your company's affiliates into your report.

    Note: 'With Affiliates' button is active by default.
    Additional filter Enter a relevant value under this filter field to see its report data.

    Note: See also How to Apply Filters to Your Report.


  6. Click on the 'ADD MORE FILTERS' button to add/remove additional filters to your report on the fly. Then, add relevant values to your selected filters to see their report data.

    Note: Filters added or removed with 'ADD MORE FILTERS' option will run only in report run mode and won't save to the report permanently.

    NUI_Run_Report_104.jpeg

  7. Under the 'DATE TIME' area, apply the required fields according to the following table:

    Field Name Description
    Select Date Range Select the date range for your report data representation according to the following options:
    • Today - Allows you to filter data for a period from the beginning till the current time of the day.
    • Yesterday - Allows you to filter data for the previous day.
    • This Week - Allows you to filter data for a period from the beginning of the current week up to the current moment.
    • Last 24 hours - Allows you to filter data for the last 24 hours.
    • Last 48 hours - Allows you to filter data for the last 48 hours.
    • Last 7 days - Allows you to filter data for the last 7 days.
    • Last 14 days - Allows you to filter data for the last 14 days.
    • Current month - Allows you to filter data for a period from the beginning of the current month up to the current moment.
    • Previous month - Allows you to filter data for a previous month.
    • Quarter to Date - Allows you to filter data for a period from the beginning till the current moment of the current quarter.
    • Previous quarter - Allows you to filter data for a quarter that precedes the current one.
    • Year to Date - Allows you to filter data for a period from the beginning till the current moment of the current year.
    • Custom Range - Allows you to set a custom date and time range.
    Time Zone Select the required time zone for your report data.

    NUI_Run_Report_105.jpeg

  8. Optional: Click on the report sections tabs in the top row to see the different sections of your report.

    Note: Scroll through your report sections using your mouse wheel.

  9. Apply any required optional actions to your report according to the following table:

    Field Name Description
    Edit Report Click on this button to go to your report edit page.
    Download Report Click on this button to download your report to your downloads folder.

    Note: You can change your previously selected filters settings. The report will re-run and display the updated report data.
Have more questions? Submit a request