Viewing the Report List

The Portico Reports window displays the list of Portico reports. To access the Portico Reports window, click Profiles from the Administration menu on the Portico Explorer Bar. On the Profiles menu bar, click Reports, then click All Reports.

How do I? and Field Help

To display the report list beginning with a specific report number, enter a report number in the Number field.

To display the report list for a specific subject, select a report subject from the Subject drop-down list.

To display the report list beginning with a specific report name, enter the report name in the Report Name Like field.

To view only the reports that the credit union can schedule without the assistance of Portico Customer Service, select the CU Scheduled Reports Only check box.

Click Search to view the reports based on the display criteria. Click Reset to clear the display criteria.

The Scheduled Reports grid displays the following information. Click the report to access the report rules for the report.

Column Heading	Description
Number	The unique report number used to identify the report.
Description	The name of the report.
Subject	The subject category associated with the report.