Report Criteria

If the same standard report is used repeatedly, user may save a standard report with pre-selected base and extended criteria. This feature is also used for scheduling reports to be delivered to external e-mail.

Add a report criteria

1. Click the Reporting menu link to directly open the reports screen.
   

2. From the Base Criteria area, select a report from the Report Category drop-down list to enable its standard report listing in the Select Report drop-down list.

3. Select a standard report from the Select Report drop-down list to display additional selection options.

4. From the Select Display Option area, select the option to determine how the selected pre-defined report will be displayed by clicking PDF, Excel, Rich Text, MS Word, or Crystal Report button.

5. Click Add to enable the Load Report Criteria text box.

6. Enter a new report name into the Load Report Criteria text box.

7. Click Save to save and display the new report criteria in the Load Report Criteria drop-down list.

Run a report criteria

1. Select a report from the Load Report Criteria drop-down list.

2. Choose the database that a report is running against by select the Use Track Database or Use Archive Database option from the drop-down list.

3. From the Select Display Option area, select the option to determine how the selected standard report will be displayed by clicking PDF or Excel button.

4. From the Extended Criteria area, select additional options from the drop-down lists and/or enter information into the text boxes.

5. Click Display Report to open a new window, displaying the selected standard report according to the selected report display option.

Delete a report criteria

1. From Base Criteria area, select a report from the Load Report Criteria drop-down list.

2. Click Delete to remove the selected report from the Load Report Criteria drop-down list.