You can use New Reports to extract all data entered in Atlas.
This guide shows you how to:
Open New Reports
Choose and run a report
Apply filters
Select columns
Set the start date
Export the report
Fix missing data issues
1. Open New Reports
In Atlas, go to:
Reporting > New Reports
The list of available reports appears on the left-hand side.
2. Run a Report
Select one of the report options on the left-hand side.
Atlas runs the report and shows the results on screen.
3. Apply Filters
Use filters to narrow the data to what you need.
Click the Apply Filters button.
Choose the filter values you need (for example, dates or other fields).
Apply the filters to refresh the report.
This lets you see only the information that matches your chosen criteria.
4. Select Columns
Choose which columns appear in your report.
Click the Select Columns button.
Use the drop-down list to:
Add columns you want to see.
Remove columns you do not need.
This helps you control exactly what data appears in the report output.
5. Set the Start Date
The Start Date field is critical for many reports.
Use the Start Date to set the time range for the data you want to extract.
For Distributed Documents reports, set the Start Date to the date you joined Citation.
If the start date is too recent or incorrect, your report may miss earlier data.
6. Export the Report
You can export report data for use outside Atlas.
Click the Export Report button.
Choose to export the data to:
Excel
PDF
Save or share the exported file as needed.
7. Troubleshooting: Missing or Incomplete Data
If you do not see the information you expect in a report:
Check that each employee is assigned to a department in their employee record.
Check that each employee is assigned to a location/site in their employee record.
These are required fields for reports to run correctly.
If they are missing, related employees or data may not appear in your reports.