Manage Reports

To view recently run reports:

1. Click the Reports option in the header menu.

   

   The Reports screen is displayed.

   

   By default, this displays your reports, all reports, and reports not run in the last seven days. This can be amended by selecting from the Days filter and then clicking the Refresh button in the Days Filter panel, if required.

   

2. Select the relevant report to run it.

   Note: Only reports in blue can be clicked.

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To view all the reports in a folder structure view:

1. Open the Reports screen. Refer to View recently run reports for further information.

2. Click the Reports List option in the left-hand panel.

   

   The Reports List screen is displayed, with a list of folders and all your reports.

   

3. Click a report to view it, or on a folder to display a list of reports in that folder.

Note: The visibility of reports is controlled by the Report visible? check box in the Reports Cradle.

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To search for reports:

1. Open the Reports screen. Refer to View recently run reports for further information.

2. Click the Reports List option in the left-hand panel.

   

   The Reports List screen is displayed, with a list of folders and all your reports.

   

3. Click the SEARCH button.

   

   The Report Search screen is displayed.

   

   You can search by:

   • Name

   • Description

   • Visible?

   • Has Role Restrictions?

4. Enter search criteria. Click the SEARCH button.

   

   Search results are displayed.

5. Click a report to view it.

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Each report has a section at the top of the screen where you can filter the results of your report. The fields differ for each report.

Select the relevant filters and then click the View Report button.

Note: The report does not update automatically on selecting or entering filters.

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To print a report:

1. Open the relevant report. Refer to Find and run recently run reports, Find and run all reports in a folder structure, Search for reports or Filter and view reports for further information.

2. Click the Print button.

   

3. Select the print method from the Printer drop-down list.

4. Select any other print options.

5. Click Print.

   

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To email a report:

1. Open the relevant report. Refer to Find and run recently run reports, Find and run all reports in a folder structure, Search for reports or Filter and view reports for further information.

2. Click the Email Report button.

   

   The Email Report screen is displayed.

   

The fields on the Email Report screen are described in the following table.

This field	Holds this information...
Sender	The sender, set to an appropriate email address.
Email Subject	The subject of the email.
Email Body	The body text of the email.
Email Format	The email format (for example: HTML, text and so on).
ExportFormat	The export format (for example: BMP, CSV and so on).
Email Address(es)	The recipient(s) of the email, set to an appropriate email address.

3. Enter details in the relevant fields.

4. Click Send Email.

   

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