Saving a Report

After running a report, it can be saved so that the data can be reviewed later. The system automatically stores your saved report in a location based on the system's configuration and your login ID.

Note:

Only you can view the reports you have saved. No one else has access to your saved reports.

1. Select the Save option on the criteria selection form to rerun or view a report later.

   This option is also available when viewing a report using the Save menu option.

   Figure 2-6 Criteria Selection Form

   
   

   

   
   

2. The system displays the Save Form for the report.

   Figure 2-7 Save Form Window

   
   

   

   
   

3. Edit or accept the report name in the Save Report As field.

4. Select one of the two options in the Report Save Options field:

   • Save Report With Current Data: The next time you view this report, it will be exactly the same as it was when originally generated.

   • Save Report Parameters: The next time you view this report, it will be based on the same selection criteria (parameters). If you use a relative date parameter, the actual data retrieved is updated using current information. See Making Your Saved Reports Reusable.

5. Select Ok to save the report.

6. The Report Criteria Saved or Running in Background prompt displays, select Ok.

   Figure 2-8 Saved Report Confirmation Prompt - Criteria Saved

   
   

   

   
   

   Figure 2-9 Saved Report Confirmation Report - Report Running

   
   

   

   
   

View Saved Reports

1. After logging in to the Back Office, select Reports and then choose the Saved Reports option on the Back Office Main Menu, and select Ok.

   Figure 2-10 Reports Window

   
   

   

   
   

2. Select the report you want to see. If necessary, use the up and down arrows to scroll and see additional saved reports.

   Figure 2-11 List of Your Saved Reports

   
   

   

   
   

   • To view a saved report, select the View option to display the report on the screen.

   • To delete a saved report, select the Delete option on the list of saved reports and select Yes to confirm that you want to delete the selected report.

3. After you are finished viewing or deleting the report, select the Back option to return to the saved reports list.

Report Printing Options

An option to print a page range may be available for some reports. The reports that support this feature are determined by the Home Office. If a report supports printing a specified page range, you will be prompted to enter the page(s).

1. After generating a report, and with the report displayed, select the Print Report option.

   Figure 2-12 Print Report

   
   

   

   
   

2. If prompted, type the page, pages, or page range to be printed. For example, at the prompt, type 1-3,6,7-9,12 to print only those pages and press [Enter] to print the report.