How Do I Create a Report?
Note : The default name is the name that is displayed in the Selection list. It is also displayed at the top of the Report Submission window.
- In the Format field, choose the type of output to be created in the dropdown list provided. The following options are available:
- Adobe Acrobat - The report is output as an Adobe Acrobat PDF file and can be viewed providing the Adobe PDF Viewer is available. This is the default option.
- Microsoft Excel (data only) - The report data is output to an excel spreadsheet using a predefined MS Excel template. This option is only available for selected reports.
- Microsoft Word - The report is output as a MS Word document (*.doc) and can viewed or printed using MS Word.
- RichText Format - The report is output as a RTF file.
- In the Enter Parameters area, select the criteria you want to include in the report.
Note : You must complete the required fields (blue fields) in the Enter Parameters area. If a field is not blue, then it is not a required field.
- Click Submit .
- Click Finish . The report is created and is placed in the New folder. If you want to run the report again using different criteria, click Back and change the criteria.
What to Do Next
After you create a report, you can do any of the following: