Last modified by karimpirani on 2014/07/10 16:59
From version Icon 19.2 Icon
edited by karimpirani
on 2014/07/10 16:43
Change comment: There is no comment for this version
To version Icon 13.1 Icon
edited by karimpirani
on 2014/07/01 17:54
Change comment: There is no comment for this version

Summary

Details

Icon Page properties
Content
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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||width="100%"]]
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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21 21  
22 22  a. Toggling through various report types
23 23  
24 -[[image:report overview - 4.PNG||style="width: 60%; margin-right: auto; margin-left: auto; display: block;"]]
26 +[[image:report overview - 4.PNG||width="100%"]]
25 25  
26 26  
27 27  * **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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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  
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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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78 78  * 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."
79 79  * 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.
80 80  * Also, please make sure to hit the Save button (represented by the floppy disc icon) to save your parameters and any other changes
81 -
82 -(((
83 -\\
84 -
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:
86 -
87 -
88 -* Contents:
89 -* Run Report:
90 -* Export Data:
91 -* Save Report:
92 -* Print Report:
93 -
94 -[[image:report toolbar post-generation.PNG]]
95 95  )))
96 96  )))
97 97  )))
98 -)))
Icon general report overview - new toolbar.PNG
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