Viewing and running reports | InvestorVision

Product: Intralinks InvestorVision
Applies to: General partners
 

You can view previously run reports, run a new report, download a report to Microsoft Excel or delete a report.

I want to

• View a previously run report
• Run a new report
• Download a report to Microsoft Excel
• Delete a report

Steps

Viewing reports

1. In the navigation pane on the left, click Reports.
2. Click the type of report you want to view.

   All historic runs of the report are listed and include information about when the reports was run, who ran the report, and the status of the report.

Running a report

1. In the navigation pane on the left, click Reports.
2. Click the type of report you want to run.
3. Click + Run Report.

Downloading a report to Microsoft Excel

1. In the navigation pane on the left, click Reports.
2. Click the type of report you want to download.
3. Click the vertical dot menu to the left of the report, select Download.

Deleting a report

1. In the navigation pane on the left, click Reports.
2. Click the type of report you want to delete.
3. Click the vertical dot menu to the left of the report and select Delete.

Additional information

• Reports
• Adding administrator reports