Last modified by karimpirani on 2014/07/10 16:59
From version Icon 13.1 Icon
edited by karimpirani
on 2014/07/01 17:54
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To version Icon 18.1 Icon
edited by karimpirani
on 2014/07/09 17:14
Change comment: Upload new image new reports option - for all reports.PNG

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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||style="width: 50%; margin-right: auto; margin-left: auto; display: block;"]]
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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.
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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||style="width: 60%; margin-right: auto; margin-left: auto; display: block;"]]
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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:general report overview - new toolbar.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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45 45  * **Show Filter**: allows you to search for reports based on their name
46 46  * **New Saved Personal Report**: this is the button to click if you want to enter new parameters and create a new report
47 47  * **Delete Report**: if you are done with a report or have created it by accident, press this button
48 -* **Copy**: this feature allows you to copy the exact parameters of your report, which may make it easier to run a report with similar parameters without having to re-enter all the information
49 -* **Run Report**: this is the button to click once you have chosen all your parameters and reviewed them for accuracy. A new report should be generated in a new tab or window
48 +* **Copy**: this feature allows you to copy the exact parameters of your report, which may make it easier to run a report with identical parameters without having to re-enter all the information
49 +* **Copy to Master**: this feature allows you to copy the exact parameters of your report to a master report, which may make it easier for supervisors or other Admin Users to create and run a shared report with the same parameters without having to re-enter all the information
50 +* **Run Report**: this is the button to click once you have chosen all your parameters and reviewed them for accuracy. Note that the drop-down menu will provide you with 2 options: Immediate or Delivered.
51 +** Immediate: a new report will be generated in a new tab or window right away
52 +** Delivered: a new report will be generated and sent to you as a PDF via the email address associated with your user/account
50 50  
51 51  (((
52 52  
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