This topic describes the different report actions that you can perform in an application.
Run a Report – This section describes how you run a report. After running a report, you can view the table of contents, print the report, and export data.
Open a Report in Browser View – Browser view lets you click once on the application toolbar to open a report.
Print a Direct Print Report – A direct print report is a report that you directly print by one click on the application toolbar.
Print a Direct Print Report with Attachments – A direct print report with attachments is like a direct print report. In addition to printing the report by one click, you are asked if you want to print the Attached Documents that go with the report.
Schedule a Report and Send with e-mail – This section describes how you schedule a report and send with e-mail.
View and Edit Scheduled Reports – This section describes how you view and edit scheduled reports.
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.
Open the Reports dialog box through one of the following methods:
From the Reports Menu in the application toolbar, select an application.
From the Select Action menu, select Run Reports.
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.
The Request Page dialog box opens. Enter any required parameters in the Request Page dialog box.
Click Submit to run the report. The report opens in your browser.
On the Reporting toolbar, perform any of the following actions:
Click the Print Report as PDF icon to print the report.
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.
Click the Export Data icon to export the data in .CSV format.
Click the Toggle table of contents icon to see the table of contents for your report. The report you select determines the table of contents.
Click the Browser View icon in the application toolbar. The report opens in the report browser directly from the application.
From Browser View, you can print the report or export data in .CSV format.
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.
This action is similar to printing a direct print report, but with the addition of attachments.
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:
.xls
.csv
.txt
.doc
.gif
.jpg
.ppt
When you print a report with attached documents, a dialog box appears indicating the number of printable attachments out of all attachments.
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.
Open the Reports dialog box through one of the following methods:
From the Reports Menu in the application toolbar, select an application.
From the Select Action menu, select Run Reports.
Click the Scheduling Status tab. Select one of the following scheduling options:
Once - The report runs on a specific date and time in the future. Enter a date or click the select date icon . The date that you enter must be in (M or MM) / (D or DD) / YY format. Specify a time in HH:MM format and specify a.m. or p.m.
Use this option to schedule complex or lengthy reports to run during off-peak hours.
Recurring - The report runs at regular intervals. Four fields let you determine when the report runs.
In the first field, enter a number from 1 through 365.
In the second field, enter the interval (day, week, or month).
In the third field, enter the day of the week or date of the month.
In the fourth field, enter the time in HH:MM format, along with AM or PM.
The following examples show the use of these fields:
To run a report every day at 6:00 AM, select 1, and then Day. Leave the third field blank and then 6:00 AM.
To run a report every other Friday at 5:00 PM, select 2, then Weeks, then Friday, and then 5:00 PM.
To run a report every three months at 11:00 PM, on 15th of the month, select 3, then Months, then Day 15, and then 11:00 PM.
Email – Use the following fields to send the report with e-mail. The system sends the report in .PDF format.
To – Enter one or more e-mail addresses to receive the report. Click Select Value to enter a system validated e-mail address.
Subject – Enter a subject for the report. If you do not enter a subject, the report name defaults to this field.
Comments – Enter any comments you want to include in the e-mail message.
Click Submit to run the report. The report is sent to the e-mail address at the scheduled time.
You can use the Reports dialog box to view scheduled reports.
Open the Reports dialog box through one of the following methods:
From the Reports Menu in the application toolbar, select an application.
From the Select Action menu, select Run Reports.
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.