McGowanR at 12:30, 12 October 2021

2021-10-12T12:30:33Z

McGowanR: Created page with "=Working with Reports=
You can generate reports from any page in the system by clicking the Actions menu on the Menu Bar and then clicking Generate..."

2021-10-11T18:34:10Z

Created page with "=Working with Reports= You can generate reports from any page in the system by clicking the Actions menu on the Menu Bar and then clicking Generate..."

New page
=Working with Reports=

You can generate reports from any page in the system by clicking the Actions menu on the Menu Bar and then clicking Generate Report. Reports are available to you through the security settings of your active role and by agency customizations to the application. As a result, some reports might not be available to you.



==Generating A Report==
1. Select '''Generate Report''' from the '''Actions''' menu on the Menu Bar.

The system takes you to the Generate Report component, which lists all the reports you can generate.



[[File:Running Reports1.png|center]]

2. In the list of reports, '''Search''' for a report using a keyword in the name of the report and '''Click''' the row for the '''Report''' you want to generate.

<div style="overflow:auto">
{| class="wikitable" style="margin-left:auto; margin-right:auto; border:none; background:lightyellow; color:Red"
! '''NOTE'''
|-
|Report names that are followed by (*) will use data from all contracts regardless of contracts selected in step 3.
|-
|}
</div>

[[File:Running Reports2.png|center]]

The system adds a green check mark beside the report you selected and automatically takes you to the '''Select Data''' page.



3. If data is required, it will be noted on the '''Select Data''' page.


The system displays a Quick Find search box for locating the appropriate type of data for the report. Type criteria in the Quick Find search box, or click '''Show first 10'''. The system displays a list of all the records in the system that match your search criteria. Select the records you want to include in the report. If you want to select all records that match your search criteria, click the Select: '''All''' option.



<div style="overflow:auto">
{| class="wikitable" style="margin-left:auto; margin-right:auto; border:none; background:lightyellow; color:Red"
! '''NOTE'''
|-
|If you are working on a large data set and you select to include All records in the report, keep in mind that such a large request for data requires a longer processing time.
|-
|}
</div>

[[File:Running Reports3.png|center]]

4. If you need to select parameters for generating the report, select '''Set Parameters''' from the '''Settings''' menu on the component subheader or select the '''Next Arrow'''.

The system displays parameter options for the selected report. Select appropriate options in the parameters window.

[[File:Running Reports4.png|center]]

5. By default, reports are generated in PDF format. If you want your report generated in HTML format, select '''Output Options''' from the '''Settings''' menu on the component subheader, and click the option labeled '''Generate as HTML'''.

6. Click the '''Execute''' button on the component header.

The system generates the report and displays it in a new browser window. Use your browser's print function to print the report if you need a printed copy.



(If you selected the option to generate the report in HTML format, the system displays a file Download window. Click the Open button, and the system displays the HTML report in a new browser window.)

@@ Line 13: / Line 13: @@
-[[File:Running Reports1.png|center]]
+[[File:Running Reports Picture1.png|center]]
@@ Line 29: / Line 29: @@
-[[File:Running Reports2.png|center]]
+[[File:Running Reports Picture2.png|center]]
@@ Line 53: / Line 53: @@
-[[File:Running Reports3.png|center]]
+[[File:Running Reports Picture3.png|center]]
@@ Line 61: / Line 61: @@
-[[File:Running Reports4.png|center]]
+[[File:Running Reports Picture4.png|center]]

Running Reports - Revision history

McGowanR at 12:30, 12 October 2021

McGowanR: Created page with "=Working with Reports= You can generate reports from any page in the system by clicking the Actions menu on the Menu Bar and then clicking Generate..."

McGowanR: Created page with "=Working with Reports=
You can generate reports from any page in the system by clicking the Actions menu on the Menu Bar and then clicking Generate..."