Preview Reports Basic Procedures

The Execute Report function does not require authorization or a password. Administrators can set up reports and users using the Set Up Report and Set Up User Groups functions. Once you do so, access to the reports in the Execute Report section is limited to the assigned users. If you do not set up users, everyone has access to all reports in this window.

  1. From the Master Menu, double-click . The Reports Menu opens.

  2. From the Reports Menu, double-click . The Preview Reports window opens and displays the Report List.

  3. From the Reporting Tasks menu, click Execute a Report. The Reports List refreshes. You can limit, preview, or print a report. You can also remove a report using the Remove Report option.

    Standard reports and groups are shown in blue. These cannot be deleted. If you modify and save changes to these reports or add new reports, they display in black. The original reports are not deleted.

  4. To select a report, click on the + (plus sign) in front of the group name in the Report Group column.

  5. Click the report name in the Report Format Name column.

Note: The Custom Description column displays a description of any custom reports that have been created in the Preview Reports application.

  1. Click Limit to set limits for the report, if needed. Go to Limiting the Report in Preview Reports.

    Click Preview to preview the report, if needed. Go to Previewing the Report in Preview Reports.

    Click Remove Report to remove a report.

    Click Print to print the report.

See also:

Setting Up Reports in Preview Reports

Setting Up User Groups in Preview Reports