Changes for page Assessment Aging
Last modified by karimpirani on 2014/07/11 17:13
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... ... @@ -48,19 +48,29 @@ 48 48 After you have made these changes and included all this new information, you should save these factors/parameters using the "Save" button (represented by the floppy disc icon) located on the top of the right pane. 49 49 Hitting the save button should update the report displayed on the left pane and also provide that report with a unique ID Number (which should be listed in the far left column of the left pane). Note: if you prefer, you may also choose to sort the reports you see in the left pane by alphabetical order in terms of their name or chronologically by the time they were updated. To do either of these, simply click on the category you wish to order. 50 50 Congratulations, your report is now ready to run! 51 -To do this, you can select your new report and select the "Run Report" option on the above bar of options. NOTE: a new window entitled "Parameter" may open. Simply review your parameters for accuracy and then click on the "OK" button to proceed.51 +To do this, you can select your new report and select the "Run Report" option on the above bar of options. 52 52 53 53 54 -[[image:aa 7.PNG]] 54 +* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)A new window entitled "Parameter" may open. Simply review your parameters for accuracy and then click on the "OK" button to proceed 55 +* Ultimately, when you run your report (by clicking on the "Run Report" button and hitting "OK"), your new Assessment Aging report should open in a new tab on your computer. 56 +* If you would prefer a paper copy of the report, you can easily obtain one by choosing the "Print Report" option (represented by a printer) in the menu bar towards the top of the screen. 57 +* There are also options in this space for you to Export the Data from this report or Save the Report (as a PDF, for example) to your computer. 55 55 59 +NOTE: if you want to delete the report you have created (or any report that is saved with an ID number), you can do so by selecting the report (causing it to highlight) and clicking on the "Delete Report" option represented by the red minus sign. 56 56 57 -\\\\ 58 58 59 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Ultimately, when you run your report (by clicking on the "Run Report" button and hitting "OK"), your new Assessment Aging report should open in a new tab on your computer. 60 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)If you would prefer a paper copy of the report, you can easily obtain one by choosing the "Print Report" option (represented by a printer) in the menu bar towards the top of the screen. 61 -* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)There are also options in this space for you to Export the Data from this report or Save the Report (as a PDF, for example) to your computer. 62 +[[image:aa 7.PNG]] 62 62 63 - Note: if you want to delete the report you have created (or any report that is saved with an ID number), you can do so by selecting the report (causing it to highlight) and clicking on the "DeleteReport"option represented by the red minus sign.64 +__TOOLBAR OPTIONS__ 64 64 65 65 67 +* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Refresh: allows you to check for any new or updated reports 68 +* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Open Selected: opens up the information and parameters for the selected report 69 +* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Show Filter: allows you to filter your reports by name 70 +* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)New Saved Personal Report: allows you to create a new report (see above) 71 +* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Delete Report: allows you to delete an existing report (see above) 72 +* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Copy: allows you to copy the exact report type and its parameters for future use 73 +* (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Run Report: allows you to run report and print out (see above) 74 + 75 + 66 66 Next, we will look at the report itself and the information it conveys.