--- title: How to Run a Report description: Olari Quick Reference Guides --- [Skip to content](https://support.olari.com/how-to-run-a-report#main-content) English Show submenu for translations [![](https://support.olari.com/hs-fs/hubfs/olari-full-color-logo-rgb@2x.png?width=100&height=44&name=olari-full-color-logo-rgb@2x.png)](https://www.olari.com/) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://www.olari.com/contact) [Contact us](https://www.olari.com/contact) Welcome to the Olari Support Center - There are no suggestions because the search field is empty. 1. [Olari Support Center](https://support.olari.com/?hsLang=en) 2. [REFERENCE GUIDES & VIDEOS](https://support.olari.com/reference-guides-videos?hsLang=en) 3. [OLARI REFERENCE GUIDES](https://support.olari.com/reference-guides-videos?hsLang=en#olari-reference-guides) # How to Run a Report ## Pick a report, choose your options, and get a spreadsheet. No computer experience needed. **What is in the Reports tab?** Standard reports have been **built for you, such as facility roster or daily census**. Simply pick the report that meets your needs, select data criteria from the available Filters options, and click Run/Submit Report or Download. Olari then generates the report.  **Who can do this:** Administrator, Full No Admin, Full No Billing, and Read Only No Billing. (Detox Monitor and General User roles do not have the Reports area.) **How to run a report** 1. **Log in** to the Olari Portal using your assigned Link (URL) and credentials. 2. Go to the **Reports** tab on the menu bar at the top of the screen. From the dropdown menu, select **Run Reports.** 3. Under **Report Name** click the dropdown menu (located on the left above the Filters grid) and select the report you want to run. 4. Review the **Filters grid**: Filter options will remain greyed out until a report requiring filters is selected. Once active, choose the appropriate criteria (such as Program, County, etc.). Some fields include a **“Select All”** option. 5. Click one of the following: **Run/Submit Report** (generates the report in the system) or **Download** (downloads directly to your device) 6. A notification will appear when your report is ready. - **If you selected “Download”:** The report will be saved to your computer’s **Downloads** folder. - **If you selected “Run/Submit Report”:** Go to the **Report Downloads** tab. Monitor the status of your report. Once the status shows **Completed**, click the report title to open it - Open the downloaded or generated file to review your report. From there, you can **save, print, or share** it as needed. **✓ Good to know:** A number of standard reports are ready-made. You do not have to build them— just choose your options and click Run. **💡 Tip:** Filters, if field becomes available after selecting report, you are required to select from drop-down options **The choices you might see** *Different reports offer different choices. You may see some of these, all of them, or none — it depends on the report.* | **Filter choice** | **What it does** | | --- | --- | | **Date** | Limit the report to a specific date, month, or date range | | **Program** | Limit the report to one or more of your programs (for example, “Detox – Mens”) or Select All. | | **Gender** | Limit the report to clients of a chosen gender or Select All | | **Facility Setting** | Limit the report to a chosen facility or Select All | | **Payor** | Limit the report to clients with a chosen payor or Select All. | | **County** | Limits the report to clients from a chosen county or Select All. | **Where your report goes** When the report finishes, it downloads as a spreadsheet file (an Excel file). Look at the top/bottom of your web browser or in your computer’s “Downloads” folder. Double-click the file to open it. **If something goes wrong** If you encounter problems while running a report, try the following: **1. “Reports” option is missing from the menu bar** Your user role may not have access to reports. Please contact your supervisor or the Olari administrator for assistance. **2. Nothing downloads after clicking “Run”** Your browser may have blocked the download. Look for a notification banner or pop-up message (usually at the top or bottom of your screen) and follow the prompts to allow the download. Then try clicking **Run** again. **3. The report is empty** Your selected filters may be too restrictive. Adjust your filter selections and run the report again. **4. The report is taking a long time to generate** Large reports can take longer to process. - Wait a moment and check the **Report Downloads** tab for status updates. - If the status shows **Pending** for more than five minutes contact support at [**support@olari.com**](mailto:support@olari.com) for assistance. - If it is a **Download only report**, and it does not appear in your computer Downloads folder, verify that your browser is not blocking downloads (reference point 2 above). - If everything looks correct, try clicking **Run** again. - [ADMIN](https://support.olari.com/admin?hsLang=en) - [CLIENTS](https://support.olari.com/clients?hsLang=en) - [BILLING](https://support.olari.com/billing?hsLang=en#main-content) - [Claims Activity](https://support.olari.com/billing?hsLang=en#claims-activity) - [REPORTS](https://support.olari.com/reports?hsLang=en) - [FAQs](https://support.olari.com/faqs?hsLang=en) - [OLARI RELEASE NOTES](https://support.olari.com/olari-release-notes?hsLang=en) - [REFERENCE GUIDES & VIDEOS](https://support.olari.com/reference-guides-videos?hsLang=en#main-content) - [OLARI REFERENCE GUIDES](https://support.olari.com/reference-guides-videos?hsLang=en#olari-reference-guides) - [OLARI VIDEO LIBRARY](https://support.olari.com/reference-guides-videos?hsLang=en#olari-video-library) [![](https://support.olari.com/hs-fs/hubfs/olari-full-color-logo-rgb@2x.png?width=100&height=44&name=olari-full-color-logo-rgb@2x.png)](https://www.olari.com/) [mailto:support@olari.com](mailto:support@olari.com) Copyright © 2025, Olari, LLC