Report Wizard
Use the Report Wizard to select parameters for a report, run the report, and save the report.
The Report Wizard guides you through the process of defining various report parameters — criteria for calculating subtotals, calendar sets, report formats, and others. The wizard pages that you see depend on the report you select.
Each report has properties that are used as defaults when you run a report using the wizard.
Some reports have no parameters to be defined, aside from selecting the structure (file) and report. These types of reports are already predefined to look at a specific set of criteria.
Cobra has two types of reports:
- Reports that give you direct control over the appearance and contents of the report, such as the CrossTab and 533 reports
- Reports that have predefined parameters, such as the Access Report, Class, and BB_Log
After the report finishes processing, Cobra displays the report in Excel.
- Related Topics:
- Report Page of the Report Wizard
Use this page to select the type of report to run and the file to run the report on. - Projects Selection Page of the Report Wizard
Use this page to select additional projects to include on the report. This page displays only if the Include multiple projects on report checkbox on the Report page is selected. - Filter and Sort Page of the Report Wizard
Use this dialog box to define the filters and sorts to use on the report you selected. - Sub-Totals Page of the Report Wizard
Use this page to define how subtotals are calculated and displayed on a project report. - Results Page of the Report Wizard
Use this page to select and specify the order of the results to be displayed on the report. In addition, you can display the Calculated Results dialog box to create a new calculated result on this page. - Calculated Results
You can create a calculated result for a reporting operation that summarizes specified results. After you create a calculated result, the result becomes available in the Calculated Results Wizard in the same way as any result defined in a resource calculation. - Calendar Page of the Report Wizard
Use this page to define the calendar set to use in displaying the reporting periods for the data in the report. You can choose an existing calendar or select periods manually. - IPMR Format 2 Summary Page of the Report Wizard
Use this page to select the IPMR Format 2 Summary codes that you want to include in the report. - Cost Sets Page of the Report Wizard
Use this page to define the cost sets to display on the report. Cost sets group classes together for the purpose of reporting. - Style Page of the Report Wizard
Use this page to define the scale factor, color band, and template to use for the report. - Save and Run Page of the Report Wizard
Use this page to select whether to save the report, immediately run the report, or both. - Access Control Page of the Report Wizard
Use this page to enable users or groups to access the report that you are creating. - Confirmation Page of the Report Wizard
This page informs you that Cobra has all the information it needs to run the report. - Process Running Page of the Report Wizard
This page displays the progress status while Cobra generates the report. - Process Complete Page of the Report Wizard
This page displays information about the status of the report that ran. - Procedures
Follow the procedures in this section to utilize the Report Wizard.
Parent Topic: Reports