When you are in an application and you need report information,
there are several report actions from which you can choose to get
that information. For example, you can run a report and then view
its table of contents, print the report, and export the report data.
You can open and view a report in a browser. You can directly print
out a report, with or without attachments. You can schedule a report
and send it using e-mail, and you can view and edit scheduled reports.
Procedure
Complete a report-action task in the following table to
select, view, print, or export report information, as needed.
Option |
Description |
Run a report and optionally print it, export report data,
and toggle the table of contents view |
- Select the Reports Menu in the application
toolbar and select an application, or select the Run Reports action,
to open the Reports dialog box to the On
Demand Reports tab.
- In the Reports to Run table window, click the report that you
want to run.
- In the Request Page dialog box, specify any
parameters to define the report, and then click Submit to
run the report and open it in you browser.
- From the Reporting toolbar, perform any of the following actions:
- Click the Print Report as PDF icon to print the report. 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 the report that you selected.
|
Open a report in browser view |
- Click the Browser View icon in the application toolbar to open
the report in a report browser.
- From Browser View, print the report or export
the report data in .CSV format.
|
Direct-print a report in .pdf form using the default printer
of the browser |
- Click the Direct Print icon on the application toolbar.
|
Direct-print a report and all its attachments in .pdf form
using the default printer of the browser |
- Click the Direct Print with Attachments icon on the application
toolbar to view the number of printable attachments that are attached
to the report. Printable attachments have a supported file extension.
- Click Yes to print all printable attachments.
|
Schedule a report and send the report as PDF in e-mail |
- Click the Reports Menu in the application
toolbar and select an application, or select the Run Reports action,
to open the Reports dialog box.
- Click the Scheduling Status tab and select
one of the following scheduling options:
- Once - The report runs on a specific date and time in the future.
Use this option to schedule complex or lengthy reports to run during
off-peak hours. Specify a date in the format (M or MM) / (D or DD)
/ YY format. Specify a time in HH:MM format and specify a.m. or p.m.
- 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.
- Specify one or more e-mail addresses of the recipients for the
report. Enter any comments you want to include in the e-mail message.
- Specify a subject for the report, or use the report name which
defaults to this field.
- Click Submit to run the report and send
it to the e-mail address at the scheduled time.
|
View and edit scheduled reports |
- Click the Reports Menu in the application
toolbar and select an application, or select the Run Reports action,
to open the Reports dialog box.
- 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.
|