Run a Report
You can create, view, print, email and export reports in the Reports Module.
You can generate reports for specific people or for all persons listed in the Result portion of the Find Area.
To run a report:
Select the desired report tool from the Reports menu on the Main Module to open the Reporting module.
Using the Find Area panel on the left, check the people or organization(s) for whom you want to run the report. (To run the report for all displayed people, check none.)
If applicable, select the correct date range for information you wish to include in the report.
Click the View Report tool in the toolbar.
If this report is being run for the first time, the report options screen will be displayed. Generating the report again will remember the settings you used; to changed these options and run the report again with new options, click on the Options button on the toolbar which will display the options screen and regenerate the report.
Some of the options available from which to select will vary depending on which report you are running while some are standard to all reports.
| Section | Explanation | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Options | These options are standard to all reports.
| ||||||||||||
| Style | These options are standard to all reports, and affect the visual appearance.
| ||||||||||||
| Conditions | Some specific reports may have unique options displayed in this section. | ||||||||||||
| Grouping | Some reports allow you to change how information is grouped in the report. For example, the Documented Events report allows you to group on either the person/organization (Name), Event Category or User (that created the event). | ||||||||||||
| Detail | Report-specific options. These options allow you to choose to include certain information in the report. If an option is checked, that information will be included in the report. | ||||||||||||
| Filter | Some reports allow you to filter the results by specific categories. For example, the Documented Events report allows you to choose specific categories of events to include in the report. If nothing is checked, everything is included. |
After making your selections from the available options and panels, click 'Save' to generate the report, or 'Cancel' to cancel it.
To print the report:
Once the report is displayed, click on the report viewer's Print button to send the report to the printer.
To email the report:
Note: You must have email capabilities set up in order to send emails from the system.
Once the report is displayed, you can email a copy of the report file from the program.
To email the entire report to a specific person: Click on the Email drop-down tool on the toolbar and click "Attach Report to Email". This will open an email screen with the report as an attachment. Select the person(s) to receive the email or enter their address(es) in the "To" field and then click the "Send" button on the ribbon to send the email.
To email multiple people their own information: Click on the Email drop-down tool on the toolbar and click one of the "Email Individually via..." options. This will regenerate the report with the same options for each person or organization included in the report and will send only their own information to the email type selected (usually you would choose General Email).