Create New Report or Export

Use Create New Report or Export to create a report or export data.

  1. Click reporting | Reporting | Create New Report or Export.

  2. Click Create New Report or Export. The Create Report or Export - Step 1 screen displays.

  3. Type a report name in the Report Name: field. This is a required field.

  4. Select the report type from the Type drop-down menu.

  5. Check Discard Duplicate Information to ensure duplicate information does not print on the report.

  6. Select the information from the Choose Information for Report list that you want to add to the report, then click >> to move the information to the Information in Report list. Press and hold Ctrl to select more than one line of information at a time.

Note:   

The Report Gauge updates as information moves to the Information In Report box. The more information you choose, the longer it takes the report to run.

  1. Click Next >>. The Create Report or Export - Step 2 of 5 screen displays.

  2. Complete the applicable fields. Choose any basic reporting filters in the applicable fields.  If you need advanced filters, click Advanced Filters.

  3. Click Next >>. The Create Report or Export - Step 3 of 5 screen displays.

  4. Add any applicable sorting column and/or direction information in the applicable drop-down menus.

  5. Choose Subtotals by Department from the drop-down menu, as applicable.

  6. Click Next >>. The Create Report or Export - Step 4 of 5 screen displays.

  7. Choose Additional Options you want for the report.

  8. Click Next >>. The Create Report or Export - Step 5 of 5 displays.

  9. Click the applicable Include Report Header Information radio button to include or suppress header information.

  10. Click the applicable Available to all report users radio button to make the report or export available to you (private) or all users.

  11. Click the applicable Schedule Report radio button to have a report link emailed to you on a recurring schedule.

  12. Click Run Report.

  13. Click the View in browser radio button to view the report or export in a browser window, or click the appropriate Download as radio button to choose the format for the report or export.

  1. Click Run Report.