Reports
Use this function to generate ad-hoc reports. These reports can be generated at a scheduled time, helping to eliminate the manual effort of generating a report.
In the main window, click Admin > Others > Reports. The Reports window displays.
New Report
The ad-hoc report creation is the same in the left navigation pane and under the Admin Module. Refer to Ad-Hoc Reports for details.
Edit Report
| |
Not all functions include an option to edit record line items shown in the main window. |
|
1.
|
Navigate to the window containing the record to edit. |
|
2.
|
Click the line containing the record. The applicable window or dialog box displays. |
|
3.
|
Make the necessary modifications. |
|
4.
|
Click Save or Add, as applicable. |
Delete Report
| |
Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion. |
|
1.
|
Click the line that contains the item to delete. |
|
2.
|
From the Select Actions drop-down list, choose Delete. If a confirmation message is displayed, take the appropriate action (for example, click OK or Continue). |
Other Functions and Page Elements