Last modified by karimpirani on 2014/07/10 16:59
From version Icon 16.1 Icon
edited by karimpirani
on 2014/07/08 18:05
Change comment: Upload new image general report overview - new toolbar.PNG
To version Icon 18.2 Icon
edited by karimpirani
on 2014/07/09 17:15
Change comment: There is no comment for this version

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6 6  [[image:report overview - 1.PNG||width="100%"]]
7 7  
8 8  
9 -2. Once you select this option, go down to the third option entitled "Reports."
9 +2. Once you select this option, go down to the third option entitled "Reports."(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)
10 10  
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.
11 +[[image:new reports option - for all reports.PNG]]
12 12  
13 -[[image:report overview - 2.PNG||style="width: 50%; margin-right: auto; margin-left: auto; display: block;"]]
14 14  
14 +3. Upon clicking on the "Reports" option, you will be taken to the home screen for generating, saving, and running reports.
15 15  
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 -
18 18  [[image:report overview - 3.PNG||width="100%"]]
19 19  
20 20  
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36 36  
37 37  b. Report Options
38 38  
39 -[[image:report overview - 5.PNG||width="100%"]]
37 +[[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
46 +* **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
47 +* **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
48 +* **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.
49 +** Immediate: a new report will be generated in a new tab or window right away
50 +** 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  
Icon new reports option - for all reports.PNG
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1 +XWiki.karimpirani
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