After you have completed creating your folder structure, you can now add reports. To add a report, perform the following:
- Select the folder you want to add the report.
- Click the Add button in the Favorite function panel.
- The Report Favorite window will appear and will prompt you to search for a report.
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Click the ellipses button to open the Search for report.
The search tool functions the same while searching for reports, queries, etc. The title of the window changes, but the method for searching is the same.
- You can enter Search criteria into the Search Terms field and use the Search Optionsto narrow the search, or you can click on the Search button without any criteria and bring up all the reports to choose from.
- Select the Report to be added.
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Click the OK button.
You can narrow your results by using any of the filter options in the column headers. You will need to hover over the upper right hand of the column header to reveal the filter icon. Click on the icon to reveal the filters available based on that field.
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After you have selected the appropriate report, the next step allows you to set the Parameters of the report to be viewed.
Setting the parameters can be done on each of the favorite reports added. This can be a great time saver for reporting on the information you require. The parameters are different for each of the reports. You are also allowed to enter a description for the report. Label the report appropriately based on your parameters to differentiate from similar reports.
- Using the ellipses buttons, make the appropriate selections for the parameters. There may also be some combo boxes with calendars and pre-defined selections. The parameter settings also include selecting users. If you require more than one selection, use the CTRL key while clicking with your mouse. Be sure to click the OK button after you made each individual parameter settings.
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- You will be returned to the Report Favorite window. Verify that all of the information is correct, and click the OK button.
- The report will be displayed after it has been saved.
- After the report has been added, you can perform other tasks, they are listed below.
Other functions
- Edit - This function allows you to select a favorite report and edit the parameters, description and name. Select the report and click the Edit button. The same functions as creating a new report will be appear. Be sure to save your changes.
- Copy - This function is handy if you have a report and you want to duplicate all of the parameters. This is very useful when you want to make slight changes. highlight the report to be copied and click the Copy button. The report will appear with the word Copy in front of it. You can then change the name to match the changes you have made.
- Delete - If you no longer want a particular report in your favorites, highlight the report and click the Delete button. The report will be removed.
- Preview - This function executes the queries and parameters that were used to create the report. The report will be displayed in a separate window with added functions. To learn more about the report preview window, click here.
- Refresh - This function refreshes the screen to display any reports that have not shown up immediately.
- Show Detail - This function toggles the view of the Report Description that you entered.