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

From version Icon 19.1 Icon
edited by karimpirani
on 2014/07/10 16:42
Change comment: Upload new image report toolbar post-generation.PNG
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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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:new reports option - for all reports.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  
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45 45  * **Delete Report**: if you are done with a report or have created it by accident, press this button
46 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 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.
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.
49 49  ** Immediate: a new report will be generated in a new tab or window right away
50 50  ** Delivered: a new report will be generated and sent to you as a PDF via the email address associated with your user/account
51 51  
Icon report toolbar post-generation.PNG
Author
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1 -XWiki.karimpirani
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1 -10.4 KB
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