Difference between revisions of "Add Reports in IMSMA"

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To add a report:
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[[File:Choose Reports.png|440px|center]]
 
<ol>
 
<ol>
<li>From the Reports menu, select Run Reports.</li>
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<li>In the '''Reports''' menu &rarr; '''Run Reports'''.  
:The Reports window displays.
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[[Image:Reports for printing.png|500px|center|''Reports Window'']]
[[Image:Reports.png|500px|center|''Reports Window'']]
 
 
<div align="center">
 
<div align="center">
 
''Reports Window''
 
''Reports Window''
</div>
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</div></li>
<li>Click the [[Image:FieldTemplateIcon.png]] icon.</li>
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<li>Click the [[Image:FieldTemplateIcon.png]] button.  
:The Add Report window displays.
 
</ol>
 
  
 
[[Image:fig86.png|400px|center|''Add Report Window'']]
 
[[Image:fig86.png|400px|center|''Add Report Window'']]
 
<div align="center">
 
<div align="center">
 
''Add Report Window''
 
''Add Report Window''
</div>
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</div></li>
  
<ol start="2">
 
 
<li>Enter a name for the report in the Name field.</li>
 
<li>Enter a name for the report in the Name field.</li>
 
<li>Enter a description for the report in the Description field.</li>
 
<li>Enter a description for the report in the Description field.</li>
 
<li>From the Report Target list, select the item for which you would like to create a report.</li>
 
<li>From the Report Target list, select the item for which you would like to create a report.</li>
:The Report Template and Search lists are updated to show only those report templates and search definitions for the selected item.  
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The Report Template and Search lists are updated to show only those report templates and search definitions for the selected item.  
 
<li>Select the template that you would like to use for the report from the Report Template list.</li>
 
<li>Select the template that you would like to use for the report from the Report Template list.</li>
 
<li>Select the search that you would like to use for the report from the Search list.</li>
 
<li>Select the search that you would like to use for the report from the Search list.</li>
<li>Do one of the following:</li>
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<li>Click the Save button.
*To run the report, click the Run button.
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<li>Verify that the report has been added to the Reports window.</li>
*To save the report, click the Save button.
 
*To discard data that you have entered for the report, click the Cancel button.  
 
 
</ol>
 
</ol>
  
 
{{NavBox HowTo Produce Reports}}
 
{{NavBox HowTo Produce Reports}}
 
[[Category:VIE]]
 
[[Category:VIE]]

Revision as of 20:13, 14 June 2017

Choose Reports.png
  1. In the Reports menu → Run Reports.
    Reports Window

    Reports Window

  2. Click the FieldTemplateIcon.png button.
    Add Report Window

    Add Report Window

  3. Enter a name for the report in the Name field.
  4. Enter a description for the report in the Description field.
  5. From the Report Target list, select the item for which you would like to create a report.
  6. The Report Template and Search lists are updated to show only those report templates and search definitions for the selected item.

  7. Select the template that you would like to use for the report from the Report Template list.
  8. Select the search that you would like to use for the report from the Search list.
  9. Click the Save button.
  10. Verify that the report has been added to the Reports window.