Difference between revisions of "Add Reports in IMSMA"

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m (Alnaucler moved page Add iReports in IMSMA to Add Reports in IMSMA without leaving a redirect)
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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. The Reports window displays.
 
<li>From the Reports menu, select Run Reports. The Reports window displays.
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<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 19:43, 4 October 2016

Choose Reports.png
  1. From the Reports menu, select Run Reports. The Reports window displays.
    Reports Window

    Reports Window

  2. Click the FieldTemplateIcon.png button. The Add Report window displays.
    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.