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You can generate a report that appears in the Standard Reports Listing or Custom Reports Listing (depending on the report type). Generating a report retrieves data for a report and displays it on a page according to the query and formatting settings defined in the report definition.
To generate a report:
Press the Reports navigation button from any page displaying the navigation bar.
The Reports area displays with the Standard Reports Listing page active.
If the report you want to generate is a standard report, locate the report in the listing page, then click on the report link in the Report Name column. If the report you want to generate is a custom report, press the Custom Reports tab before locating the report.
Generating some reports requires you to specify report criteria, such as date ranges or instrument types. If the report you are generating requires you to input information, the Specify Report Criteria page displays. Enter the requested information, then press Show Report to generate the report.
If the report you are generating does not require you to input information, the report generates and is displayed in the Report page.
After the report displays, you can use the available action buttons to:
- Create a copy of the report design.
- Download the report data to a local drive, where you can open the file in a spreadsheet.
- Print the report.
- Edit the report design (available only if you created the report).
- Save a custom report as a standard report, so it will be available to everyone in your organisation.
- Delete the report so it can no longer be generated (available only if you created the report).
When you are finished reviewing the report, press Close to display the Standard Reports Listing or Custom Reports Listing (depending on the type of report you generated).