Changes for page Creating a New Report - Overview
Last modified by karimpirani on 2014/07/10 16:59
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... ... @@ -6,13 +6,15 @@ 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." (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)9 +2. Once you select this option, go down to the third option entitled "Reports." 10 10 11 - [[image:newreports option-forallreports.PNG]]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||style="width: 50%; margin-right: auto; margin-left: auto; display: block;"]] 13 13 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 + 16 16 [[image:report overview - 3.PNG||width="100%"]] 17 17 18 18 ... ... @@ -34,7 +34,7 @@ 34 34 35 35 b. Report Options 36 36 37 -[[image: general report overview -new toolbar.PNG]]39 +[[image:report overview - 5.PNG||width="100%"]] 38 38 39 39 There are many things you can do with your report and list of reports, as outlined below: 40 40 ... ... @@ -43,11 +43,8 @@ 43 43 * **Show Filter**: allows you to search for reports based on their name 44 44 * **New Saved Personal Report**: this is the button to click if you want to enter new parameters and create a new report 45 45 * **Delete Report**: if you are done with a report or have created it by accident, press this button 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 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 51 51 52 52 ((( 53 53
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