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 Reports.</li>
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<li>In the '''Reports''' menu &rarr; '''Run Reports'''.  
:The Add Report window displays.
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[[Image:Reports for printing.png|500px|center|''Reports Window'']]
</ol>
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<div align="center">
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''Reports Window''
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</div></li>
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<li>Click the [[Image:FieldTemplateIcon.png]] button.  
  
[[Image:fig86.png|center|''Figure 86. Add Report Window'']]
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[[Image:fig86.png|400px|center|''Add Report Window'']]
 
<div align="center">
 
<div align="center">
''Figure 86. Add Report Window''
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''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>Do one of the following:</li>
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<li>Select the search that you would like to use for the report from the Search list.</li>
*To run the report, click the Run button.
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<li>Click the Save button.
*To save the report, click the Save button.
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<li>Verify that the report has been added to the Reports window.</li>
*To discard data that you have entered for the report, click the Cancel button.  
 
 
</ol>
 
</ol>
  
 
{{NavBox HowTo Produce Reports}}
 
{{NavBox HowTo Produce Reports}}
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[[Category:NAA]]

Latest revision as of 20:31, 20 February 2020

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.