Last modified by karimpirani on 2014/07/10 16:59

From version Icon 12.1 Icon
edited by karimpirani
on 2014/06/27 18:23
Change comment: There is no comment for this version
To version Icon 10.2 Icon
edited by karimpirani
on 2014/06/27 18:20
Change comment: There is no comment for this version

Summary

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Content
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3 3  
4 4  ~1. The most useful tool to you in this process can be accessed through the top menu bar and by selecting the "Reports and Analytics" option represented by a graph.
5 5  
6 -[[image:report overview - 1.PNG||width="100%"]]
6 +[[image:report overview - 1.PNG]]
7 7  
8 8  
9 9  2. Once you select this option, go down to the third option entitled "Reports."
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10 10  
11 11  2.1 Though there are many options of report type available to you, the fastest way to access all possibilities is by selecting the "Saved and Named Reports" option.
12 12  
13 -[[image:report overview - 2.PNG||width="100%"]]
13 +[[image:report overview - 2.PNG]]
14 14  
15 15  
16 16  3. Upon clicking on the "Saved and Named Reports" option, you will be taken to the home screen for generating, saving, and running reports.
17 17  
18 -[[image:report overview - 3.PNG||width="100%"]]
18 +[[image:report overview - 3.PNG]]
19 19  
20 20  
21 21  4. Let's examine in closer detail some of the capabilities you have with this screen and report tool in general.
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23 23  
24 24  a. Toggling through various report types
25 25  
26 -[[image:report overview - 4.PNG||width="100%"]]
26 +[[image:report overview - 4.PNG]]
27 27  
28 28  
29 29  * **Personal Reports**: Personal reports are reports you can create and run yourself, which allows you to choose the parameters and see the results directly
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36 36  
37 37  b. Report Options
38 38  
39 -[[image:report overview - 5.PNG||width="100%"]]
39 +[[image:report overview - 5.PNG]]
40 40  
41 41  There are many things you can do with your report and list of reports, as outlined below:
42 42  
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53 53  c. List of reports
54 54  
55 55  
56 -[[image:report overview - 6.PNG||width="100%"]]
56 +[[image:report overview - 6.PNG]]
57 57  
58 58  This table provides you a list and many details for all your reports, as outline below:
59 59  
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65 65  * Schedule Frequency: designed more for master and shared report, this feature lets you know how often the report runs (e.g. weekly or monthly)
66 66  
67 67  (((
68 -d. The right pane (used mainly for parameter entry)
68 +(% style="line-height: 19.600000381469727px;" %)d. The right pane (used mainly for parameter entry)[[image:report overview - 7.PNG]]
69 69  
70 -[[image:report overview - 7.PNG||width="100%"]]
71 -
72 -
73 -* The right pane of the system allows you to change the parameters of your report (e.g. Start Date and Organizational Units).
74 -* It also enables you to change the name and offer a description for your report. This can be done easily by simply editing the fields marked "Name" and "Description."
75 -* Note: you must highlight your report of interest and choose the "Open Selected" option (or double click on the report) to be able to view the right pane. If you have no report selected, this are will be grayed out.
76 -* Also, please make sure to hit the Save button (represented by the floppy disc icon) to save your parameters and any other changes
70 +The right pane of the system allows you to change the parameters of your report (e.g. Start Date and Organizational Units). It also enables you to change the name and offer a description for your report. This can be done easily by simply editing the fields marked "Name" and "Description." Note: you must highlight your report of interest and choose the "Open Selected" option (or double click on the report) to be able to view the right pane. If you have no report selected, this are will be grayed out.
77 77  )))
78 78  )))
79 79  )))