Difference between revisions of "View or Change Reports in IMSMA"

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To view or change a report:
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[[File:Choose Reports.png|440px|center]]
 
<ol>
 
<ol>
<li>From the '''Reports''' menu, select '''Report Templates'''.</li>
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<li>In the '''Reports''' menu &rarr; '''Run Reports'''.</li>
:The Reports window displays.
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<li>Select the report you want to edit and click [[File:FieldViewIcon.png|20px]].</li>
<li>From the Reports window, select the row associated with the report that you would like to view or change.</li>
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[[File:Edit and click.png|440px|center]]  
<li>Click the [[Image:FieldViewIcon.png]] button.</li>
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:The Edit Report window displays.
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<li>Edit the report name in the Name field, if desired.</li>
<li>Change the information as needed.</li>
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[[File:Edit Report.png|440px|center]]
<li>Click the '''Save''' button.</li>
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<li>Edit the report target, report template and search from the drop-down lists, if desired.</li>
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<li>Click Save.</li>
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<li>Verify that the report has been saved to the Reports window.</li>
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[[File:Verify Reports.png|440px|center]]
 
</ol>
 
</ol>
  
 
{{NavBox HowTo Produce Reports}}
 
{{NavBox HowTo Produce Reports}}
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[[Category:NAA]]

Latest revision as of 20:23, 20 February 2020

Choose Reports.png
  1. In the Reports menu → Run Reports.
  2. Select the report you want to edit and click FieldViewIcon.png.
  3. Edit and click.png
  4. Edit the report name in the Name field, if desired.
  5. Edit Report.png
  6. Edit the report target, report template and search from the drop-down lists, if desired.
  7. Click Save.
  8. Verify that the report has been saved to the Reports window.
  9. Verify Reports.png