Reporting - Navigating the Main Screen

• This section covers the elements of the Reporting Main Screen.

Reporting - Main Screen -  Overview

• The main body of Reporting screen contains the list of standard reports in the system. The list contains columns for the name of the report, the folder in which it is located, the date the report was modified, an icon for opening schedules, and a carat icon for actions that may be executed for individual reports.

• On the left side of the screen, a list of recently viewed reports and a list of all report folders is displayed.

• Search boxes are displayed above the folder list and list of reports.

• The bottom left of the screen displays page numbers, allowing you to jump to a specific page. Use the < and > arrows to advance or back up.

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• In the bottom right of the screen, you can choose how many reports are displayed at a time.

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Reporting - Main Screen -  Search

• At the top of the screen are two predictive search bars.  The search bar on the left allows you to search for specific report folders.  Begin entering the name of a folder and results will automatically be displayed as you type.

• The search bar on the right allows you to search for specific reports. Begin entering the name of a report or folder and results will automatically be displayed as you type.

Reporting - Main Screen -  Filtering

• The Folders list on the left side of the screen allows for filtering of reports in the display list.  Clicking on a folder name will result in a display of all reports found only within that folder

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• Using the search bar on the right also results in filtering reports based on the search term you enter.  For example, if you enter the term “checklist,” then all reports with the word “checklist” in the name AND any reports in folders with the word “checklist” will be displayed.

Reporting - Main Screen -  Sorting

• You can sort the report list by any of the columns by simply clicking on the column header.  For example, if you want to sort by “Last Modified,” click on the Last Modified column header.

Reporting - Main Screen -  Selecting a Report

• To view a report in its default configuration, simply click on that report’s name.  Clicking on the report’s name will take you to the report.

To edit a report design before running it, use the ‘action’ arrow and select ‘edit’

Refer to Help on Reporting – Report View for information about the report screen.

Reporting - Main Screen -  Scheduling Reports

• To view or create scheduled reports and set up subscribers to receive the reports as scheduled, click on the Schedule icon on the right side of a report row.

• A pop-up window will open displaying any existing schedules.

• To set up a new schedule, click on the “+Create Schedule” button.

• An “Add new schedule” window will open with options and settings to be entered for the schedule.  These include:

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• Job Name – this is a text box for giving the report a name
• Recurrence Type – this is a dropdown with two choices:  Simple and Calendar. 
• Selecting “Simple” will open options to configure the scheduled report to run on a regular interval.  Enter a time value under “Repeat every” and select a unit from the dropdown (i.e., minutes, hours, days, or weeks).
• Selecting “Calendar” will open more detailed options for the schedule, including:
  • Running the report every month or only during selected months
  • Running the report every day of the month or only on selected days
  • Running the report on specific dates during the month
  • Running the report at specific times or during specific time frames, which can be set in hours or minutes
  • Selecting a specific time zone
• Start Date – Choose to start the schedule immediately or on a specific date which you enter in the text box
• End Date – Choose to run the report a set number of times, which you enter in the textbox, to run until a specific date, or to run indefinitely.
• The next group of options are related to the output of the report.  The following settings are included:
• File name – Enter a name for the file that is generated
• Format – Choose a format or formats for the file
• Output to – Choose to output to email, a network folder, or FTP

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• For outputting to email, enter email addresses to whom the report is sent. You can also set a subject for the email, enter a generic message to be included in the body of the email, and configure how the report is included – e.g., as a link, as an attachment, or as a ZIP attachment.  Finally, you can select whether to include an HTML version of the report in the email body or opt out of sending emails for empty reports.
• For outputting to a network folder, you will need to specify the name of the folder.  Choose whether to overwrite files and whether to include timestamps in emails.
• For outputting to FTP, enter the Server Address, Directory, username and password, and port number.  Select whether to enable FTPS.  After entering the information, you can test to ensure the FTP connection works by selecting the “Test Connection” button.

• When you are finished, click on the “Add” button in the bottom right.

Reporting - Main Screen -  Actions: Delete

• To delete a report, select the carat icon under the “Actions” column on the row of the report you wish to delete. A small options window will open with choices to Delete, Subscribe, or Edit.

• Click on “Delete.” Note, you can only delete customized reports, not default reports.

• A confirmation window will open asking if you are sure you want to delete the report.  Click OK or Cancel.

Reporting - Main Screen -  Actions: Subscribe

• In addition to using the “Schedule” icon, you can create subscriptions by clicking on the carat icon under the Actions column of a report row.

A “Create Schedule” window will open as described in the Help for Schedules.  Refer to the Help on Scheduling Reports for instructions on setting up schedules and subscriptions.

Reporting - Main Screen -  Actions: Edit

• To make changes to a report, click on the carat icon under the “Actions” column on the row of the report you wish to edit.  A small options window will open with choices to Delete, Subscribe, or Edit.

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• Click on Edit.

• A new window will open.
• Refer to Help on the Reporting Edit Screen for instructions on editing a report.