Changes for page Tickler Report

Last modified by karimpirani on 2014/07/11 17:12
From version Icon 4.1 Icon
edited by karimpirani
on 2014/06/23 16:18
Change comment: There is no comment for this version
To version Icon 3.1 Icon
edited by karimpirani
on 2014/06/23 16:17
Change comment: There is no comment for this version

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3 3  
4 4  After the pull down menu appears, select the third option marked "Reports"
5 5  
6 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%201.PNG||alt="tickler 1.PNG"||width="100%"]]
6 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%201.PNG||alt="tickler 1.PNG"]]
7 7  
8 8  Of the many options available to you on the drop-down menu on the right, select the first option for "Named and Saved Reports"
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10 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%202.PNG||alt="tickler 2.PNG"||width="100%"]]
10 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%202.PNG||alt="tickler 2.PNG"]][[image:tickler 2.PNG]]
11 11  Select the "Personal Reports" tab under Saved and Named Reports
12 12  Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
13 13  
14 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%203.PNG||alt="tickler 3.PNG"||width="100%"]]
14 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%203.PNG||alt="tickler 3.PNG"]][[image:tickler 3.PNG]]
15 15  \\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
16 16  
17 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%204.PNG||alt="tickler 4.PNG"||width="100%"]]
17 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%204.PNG||alt="tickler 4.PNG"]][[image:tickler 4.PNG]]
18 18  
19 -A new report, generically entitled Tickler, should appear in your list of reports
19 +A new report, generically entitled Tickler, should appear in your list of reports.
20 20  
21 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%205.PNG||alt="tickler 5.PNG"||width="100%"]]
21 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%205.PNG||alt="tickler 5.PNG"]][[image:tickler 5.PNG]]
22 22  
23 23  Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
24 24  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.
25 25  
26 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%206.PNG||alt="tickler 6.PNG"||width="100%"]]
26 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/WebHome/tickler%206.PNG||alt="tickler 6.PNG"]][[image:tickler 6.PNG]]
27 27  
28 28  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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