How Do I Create a Report?

  1. In the Menu list, select ReportsRun Report.

  2. In the Selection list, select the appropriate report category to display the list of reports available in this category.

  3. Select a report to open the Report Submission window.

  4. In the User-Defined Description field, enter a name for the report. If you don't enter a name, the default report name is used.

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.

  1. In the Format field, choose the type of output to be created in the dropdown list provided. The following options are available:

  1. 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.

  1. Click Submit.

  2. 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:

View the report

Print the report

Save the report

Send the report to another user

Export the report