How to View and Print Reports
Many times a report requires selected criteria in order to generate a report. The criteria selections depend on the report you choose. Criteria frequently include a date range to narrow the focus.
- Highlight the report line item.
- Choose the Quick View or View Report button to open the Print Options flyout. Options in the Report Criteria Section change depending on the report selected.
- Complete the parameters or criteria.
- Select the desired print output button (PDF, HTML, Excel, etc.).
How to Add Scheduled Reports
From the Reports > Scheduled Reports window:
- Choose the Add Scheduled Reports link to open the Scheduled Reports Entry flyout.
- Select the desired Report.
- Complete the required fields. See the Note below for Weekly reports.
- Make elective changes or additions as needed.
- Complete the required Criteria Section. This display changes depending on the report selected.
- Select the Save button on the flyout.
NOTE: If you select a Frequency of Week, the Week Days Section displays. Be sure to mark at least one check box for a day of the week. More than one day can be checked, but a minimum of one is required to generate a report. The check boxes apply only when you select Week as a Frequency.
How to Schedule Reports
The selections apply to the date, time, and frequency you want to generate the report. You have the option to send the report as a .PDF file or an Excel spreadsheet. The default setting is .PDF format.
Follow these instructions after you generated a list of reports:
- Highlight the report to be scheduled.
- Choose the View Report button below the list to open the Print Options flyout.
- Select the Schedule Report radio button.
- Enter information in the Report Criteria and Schedule Sections. If you want to select a specific day of the week for a Weekly report, use Reports > Scheduled Reports.
- Make elective changes or additions as needed.
- Select the Save Schedule button.
How to Modify Scheduled Reports
The default print option is .PDF, but you can choose the Excel radio button to generate the report in a spreadsheet format.
- Go to Reports > Scheduled Reports.
- Select the pencil icon on a report line.
- Make changes to the Scheduled Reported Entry flyout.
- Choose the Save button on the flyout.