Changes for page Tickler Report

Last modified by karimpirani on 2014/07/11 17:12

From version Icon 22.1 Icon
edited by karimpirani
on 2014/06/25 13:56
Change comment: There is no comment for this version
To version Icon 20.1 Icon
edited by karimpirani
on 2014/06/25 13:53
Change comment: Upload new image assessment aging - toolbar.PNG

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13 13  
14 14  [[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%202.PNG||alt="tickler 2.PNG" width="100%"]]
15 15  
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17 17  Select the "Personal Reports" tab under Saved and Named Reports
18 18  Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon. (NOTE: If you simply plan on working with an existing Tickler report, you may use the steps outlined above but now proceed to use one of the many menu options located on the top row of the left pane. These options include the ability to filter your reports by name, copy, delete, and re-run them).
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61 61  
62 62  
63 63  NOTE: if you want to delete the report you have created (or any report that is saved with an ID number), you can do so by selecting the report (causing it to highlight) and clicking on the "Delete Report" option represented by the red minus sign.
63 +\\Next, we will look at the report itself and the information it conveys.
64 64  
65 65  
66 -[[image:assessment aging - toolbar.PNG]]
67 -
68 -
69 -__TOOLBAR OPTIONS__
70 -
71 -* Refresh: allows you to check for any new or updated reports
72 -* Open Selected: opens up the information and parameters for the selected report
73 -* Show Filter: allows you to filter your reports by name
74 -* New Saved Personal Report: allows you to create a new report (see above)
75 -* Delete Report: allows you to delete an existing report (see above)
76 -* Copy: allows you to copy the exact report type and its parameters for future use
77 -* Run Report: allows you to run report and print out (see above)
78 -
79 -
80 -Next, we will look at the report itself and the information it conveys.
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82 -
83 83  **__UNDERSTANDING YOUR REPORT__**
84 84  
85 85  
86 86  On the most basic level, your report has several important identification characteristics which are detailed below. Please see the sample report below for reference.
87 87  
88 -[[image:Tickler 4.png||width="100%"]]
71 +[[image:Tickler 4.png]]
89 89  
90 90  
91 91  The very bottom portion of the report is for logistical purposes and, on the left, has a time stamp of the exact date and time the report was generated. The bottom right tells you the page number of the report.