Last modified by karimpirani on 2014/07/10 16:59
From 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
To version Icon 20.2 Icon
edited by karimpirani
on 2014/07/10 16:47
Change comment: There is no comment for this version

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1 1  The following is an overview of how to create reports and different actions you can take in the process.
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3 3  
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 bar graph.
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 bar graph. Note: you need only scroll over the Reports and Analytics to see the available options (i.e. clicking on it is not required).
5 5  
6 -[[image:report overview - 1.PNG||width="100%"]]
6 +[[image:reports overview - 1.PNG]]
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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);" %)
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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]]
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13 -[[image:report overview - 2.PNG||style="width: 50%; margin-right: auto; margin-left: auto; display: block;"]]
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14 +3. Upon clicking on the "Reports" option, you will be taken to the home screen for generating, saving, and running reports.
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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%"]]
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47 47  * **Delete Report**: if you are done with a report or have created it by accident, press this button
48 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 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.
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.
51 51  ** Immediate: a new report will be generated in a new tab or window right away
52 52  ** Delivered: a new report will be generated and sent to you as a PDF via the email address associated with your user/account
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80 80  * 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."
81 81  * 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.
82 82  * Also, please make sure to hit the Save button (represented by the floppy disc icon) to save your parameters and any other changes
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82 +(((
83 +\\
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85 +(% style="line-height: 19.600000381469727px;" %)**AFTER YOUR REPORT IS GENERATED...**(%%)A menu bar like the one seen below will appear. Let's review the options you have at this point:
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87 +
88 +* Contents:
89 +* Run Report:
90 +* Export Data:
91 +* Save Report:
92 +* Print Report:
93 +
94 +[[image:report toolbar post-generation.PNG]]
83 83  )))
84 84  )))
85 85  )))
98 +)))
Icon report toolbar post-generation.PNG
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Icon reports overview - 1.PNG
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