Difference between revisions of "Report Functional Area"

Revision as of 09:50, 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 (put a link here to a list that defines the fields).

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.