Difference between revisions of "Report Functional Area"

Revision as of 12:29, 8 March 2016

Reports

Reports Tab

Reports can be custom built, saved, scheduled to run and printed. There are two tabs on the Reports page. The Dashboard tab displays the status of Work Requests entered into the system. The Reports tab queries specific filters by Functional Area.

Creating Reports

1	Select the Reports Tab.	Test Caption
2	Select a Functional Area from the drop-down list;required. The Report drop-down list populates based on your Functional Area selection.
3	Select a Report from the drop-down list. Use the scroll bar, if available, to see the entire list. After you make your selection, filter fields display to enter details you need to see in the report.
4	Select filter choices from the available drop-down lists and text fields. These will be different depending on the Functional Area and Report you selected. For more info refer to (link here to a list that defines the fields). NOTE: Click the Save Filter button to save your choices and use them again on your next visit. Refer to Saving, Retrieving and Deleting Custom Filters.

Saving, Retrieving and Deleting Custom Filters

1	Select options from the Functional Area and the Reports drop-down lists to create a Save Filter.	Test Caption
2	Select filter choices from the available drop-down lists and type in the text fields.	Test Caption
3	Click on the Save Filter button in the menu bar located above the filter fields.	Test Caption
4	Type a Filter Name in the text field then click the Save drop-down icon. A message displays to confirm the Filter Name was saved.
5	To retrieve the saved filter on your next visit: Select the same Functional Area and Report choices used to created the Save Filter. Select your Save Filter from the Filter drop-down list. The filter fields automatically populate.
6	Click the Run button.
7	To delete the Save Filter: Select the same Functional Area and Report choices used to create the Save Filter. Select the Filter from the drop-down list. Click the Delete Filter button.

Scheduling a Report

TBA

Running a Report

1	After creating the report, refer to Creating Reports, Click the Run button.
2	The report generates and displays a menu bar at the top of the report. Use the menu bar functions to view, print, export or save the report. Hover the mouse pointer over each icon for its action description.
3	Use the Export icon drop-down arrow to select an option for saving the report in a specific format.

Printing a Report

1

After creating the report, refer to Creating Reports, click the Print icon.

Report Navigation Menu Bar

1. Navigate Backward - Go to the previous page in the report.
2. Navigate Forward - Go the next page in the report.
3. Refresh - Reload the report to include latest information since the last time it was generated.
4. First Page - Go to the first page in the report.
5. Previous Page - Go to the page that comes before the page that is currently displayed.
6. Page Counter - Displays the page you are on and the total number of pages in the report. You can enter a page number in the field and hit enter to go to that page.
7. Next Page - Go to the next page.
8. Last Page - Go to the last page in the report.
9. Toggle Print Preview - View the report how it would look if it was printed.
10. Export - Drop-down list showing available options for exporting the report.
11. Print - Send the report to the printer of your choice.
12. Toggle Document Map - Not functional.
13. Toggle Parameters Area - Not functional.
14. Zoom In - Magnify the view of the report page that is displayed.
15. Zoom Out - Shrink the view of the report page that is displayed.
16. Toggle Full Page/Page Width - On/Off switch to fit the full page of the report to display on your screen.