Run Reports

This topic describes the different report actions that you can perform in an application.

To Run a Report:

Follow these instructions to run a report. After you run a report you have the options to print, export data, and toggle the table of contents.

  1. Open the Reports dialog box through one of the following methods:

  2. From the Reports Menu in the application toolbar, select an application.

  3. From the Select Action menu, select Run Reports.

  1. The On Demand Reports tab opens. The Reports to Run table window lists the available reports for the application. Click the report that you want to run.

  2. The Request Page dialog box opens. Enter any required parameters in the Request Page dialog box.

  3. Click Submit to run the report. The report opens in your browser.

  4. On the Reporting toolbar, perform any of the following actions:

Note: Due to spacing default settings, the page length of your report in .PDF print format can exceed the page length in your report browser.

To Open a Report in Browser View:

  1. Click the Browser View icon in the application toolbar. The report opens in the report browser directly from the application.

  2. From Browser View, you can print the report or export data in .CSV format.

To Print a Direct Print Report:

Click the Direct Print icon on the application toolbar. You simultaneously convert the report to .PDF and print the report. The report is sent to the browser's default printer.

To Print a Direct Print Report with Attachments:

This action is similar to printing a direct print report, but with the addition of attachments.

  1. Click the Direct Print with Attachments icon on the application toolbar. You simultaneously convert the report to .PDF, print the report, and print any supported attached documents. The system supports the following types of attached documents:

  2. .pdf

When you print a report with attached documents, a dialog box appears indicating the number of printable attachments out of all attachments.

  1. Click Yes to print all supported attached documents. The report and those attached documents print to your default printer. The report and those attached documents are sent to the browser's default printer.

To Schedule a Report and Send with e-mail:

  1. Open the Reports dialog box through one of the following methods:

  2. From the Reports Menu in the application toolbar, select an application.

  3. From the Select Action menu, select Run Reports.

  1. Click the Scheduling Status tab. Select one of the following scheduling options:

Use this option to schedule complex or lengthy reports to run during off-peak hours.

The following examples show the use of these fields:

  1. Email – Use the following fields to send the report with e-mail. The system sends the report in .PDF format.

  1. Click Submit to run the report. The report is sent to the e-mail address at the scheduled time.

To View and Edit Scheduled Reports:

You can use the Reports dialog box to view scheduled reports.

  1. Open the Reports dialog box through one of the following methods:

  2. From the Reports Menu in the application toolbar, select an application.

  3. From the Select Action menu, select Run Reports.

  1. Click the Scheduling Status tab to open the Scheduling Status dialog box. In the Schedules You Can Edit section, you can view the type of report (once or recurring) and the next run time. You can delete a scheduled report and change schedule information.