Changes for page Tickler Report

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Author

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1		-XWiki.karimpirani
	1	+XWiki.dbonicelli

Content

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4	4	**__CREATING A NEW TICKLER REPORT__**
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6		-~1. To create and run a Tickler report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.
	6	+To run a Tickler report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.
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8		-1.1 After the pull down menu appears, select the third option marked "Reports"
	8	+After the pull down menu appears, select the third option marked "Reports"
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10	10	[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%201.PNG||alt="tickler 1.PNG" width="100%"]]
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12		-2. Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
	12	+Of the many options available to you on the drop-down menu on the right, select the first option for "Saved and Named Reports"
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14	14	[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%202.PNG||alt="tickler 2.PNG" width="100%"]]
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17		-3. Select the "Personal Reports" tab under Saved and Named Reports
18		-3.1 Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon.
	17	+Select the "Personal Reports" tab under Saved and Named Reports
	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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20		-3.2 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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22	22	[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%203.PNG||alt="tickler 3.PNG" width="100%"]]
23		-\\4. A list of report options should subsequently come up.
	21	+\\A list of report options should subsequently come up. Proceed to page 2 of this list (by clicking the "next page" arrow towards the bottom of the window") to select Tickler Report. If you are having trouble finding the report type, you can use the filter tool located at the top of the window (denoted by the gray filter icon) and simply search "tickler."
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25		-4.1 Proceed to page 2 of this list (by clicking the "next page" arrow towards the bottom of the window") to select Tickler Report.
26		-4.2 If you are having trouble finding the report type, you can use the filter tool located at the top of the window (denoted by the gray filter icon) and simply search "tickler."
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28	28	[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%204.PNG||alt="tickler 4.PNG" width="100%"]]
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31		-5. A new report, generically entitled Tickler, should appear in your list of reports
	26	+A new report, generically entitled Tickler, should appear in your list of reports
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33	33	[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%205.PNG||alt="tickler 5.PNG" width="100%"]]
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36		-6. Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
37		-6.1 Initially, you can use this new pane to change the name your report from the generically-assigned "Tickler," as well as provide a different or more robust description for your report.
	31	+Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
	32	+Initially, you can use this new pane to change the name your report from the generically-assigned "Tickler," as well as provide a different or more robust description for your report.
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39	39	[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%206.PNG||alt="tickler 6.PNG" width="100%"]]
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42		-7. Next, we will discuss the various parameters you can change in running your report.
	37	+Next, we will discuss the various parameters you can change in running your report. Note: you can choose to review each parameter individually by clicking on the down arrow next to each parameter (e.g. "Start Date") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane
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44		-7.1 Note: you can choose to review each parameter individually by clicking on the down arrow next to each parameter (e.g. "Start Date") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane
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47	47	* **"Start Date":** You can choose the specific date for which you would like the report to begin giving information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. NOTE: You will also see an option in this parameter for you to "Allow Run Override." This option is especially helpful if you plan on running the same style of report again at a later time with all the same parameters, but with different date ranges. Selecting the box for run override will allow you to simply enter a new start and end date when choosing to run your report instead of re-entering all the parameters.
48	48	* **"End Date":** You can choose the specific date for which you would like the report to stop give information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. NOTE: You will also see an option in this parameter for you to "Allow Run Override." This option is especially helpful if you plan on running the same style of report again at a later time with all the same parameters, but with different date ranges. Selecting the box for run override will allow you to simply enter a new start and end date when choosing to run your report instead of re-entering all the parameters.
49	49	* **"Instruments":** The instrument option allows you to choose the specific assessment tool you would like the report to be run on. Upon clicking on the down arrow, a list of available options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS")
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58		-8. After you have made these changes and included all this new information, you should save these parameter inputs using the "Save" button (represented by the floppy disc icon) located on the top of the right pane.
	51	+After you have made these changes and included all this new information, you should save these parameter inputs using the "Save" button (represented by the floppy disc icon) located on the top of the right pane. (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Hitting the save button should update the report displayed on the left pane and also provide that report with a unique ID Number (which should be listed in the far left column of the left pane).
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60		-(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)8.1 Hitting the save button should update the report displayed on the left pane and also provide that report with a unique ID Number (which should be listed in the far left column of the left pane).
	53	+Congratulations, your report is now ready to run! To do this, you can select your new report and select the "Run Report" option on the above bar of options
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62		-8.2 Congratulations, your report is now ready to run! To do this, you can select your new report and select the "Run Report" option on the above bar of options
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65	65	[[image:tickler 7.PNG||width="100%"]]
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67	67	When you run your report (by clicking on the "Run Report" button), your new Tickler report should open in a new tab on your computer.