The Reports tab contains two screens.
The Reports screen includes all available standard reports. The My Reports
screen includes your saved and scheduled reports. You can use saved reports to
run reports you run frequently with particular parameters. You do not have to
set the parameters each time you want to run the report.
Reports
Three commands are available on the Reports screen.
Run Report. Opens the parameters
window where you can choose criteria for the report, run the report, or add the
report to the My Reports list.
View Last Run. Allows you to run
the report using the same parameters used the last time you ran the report. The
system updates the data so that the report reflects current information. Using
this command does not allow changing the report parameters.
Add to My Reports. Opens a page
where you can define the report parameters you want to use with the saved
report. You can also establish the report to be run on a specific schedule.
My Reports
Five commands are available on the
My Reports
screen.
Run Report. Opens the parameters
window where you can choose criteria for the report, run the report, or add the
report to the My Reports list.
View Report. Runs the report
with the saved parameters.
Edit. Opens a screen where you
can change the report name, description, parameters, and scheduling criteria.
Copy. Copies the selected report
and opens the edit screen where you can change the report name, description,
parameters, and scheduling criteria. The word "Copy" is appended to the
original report name as report names must be unique.
Delete. Prompts you to confirm
that you wish to permanently delete the selected report. Select Yes to delete.
Select No to cancel.
Report Commands
Below is a summary of the commands available on
each report:
Return to Reports. Returns you
to the Reports Directory tab, where you can use the top navigation bar to
access other screens in the system.
Print. Prints the report results
as they appear on the screen, without including the Parameters panel.
Save As PDF. Saves the report
results in a PDF.
Save As Excel. Saves the report
results in an Excel spreadsheet.
Save As Data. Saves the report
results in a data file.
Add to My Reports List. Allows
you to save a report so that you can easily rerun it whenever you need to, or
schedule the report to be run automatically, without having to reset its
parameters or manually run the report.
First, Previous, x of y,
Next, Last. Report navigation controls to immediately take
you to the first or the last page of the report, go forward or backward one
page at a time, or allow you to type a page number and tab out of the field
to go immediately to that page.
