Before you generate a report the first time, you must apply either default options or options that you select. If you click
Preview or
Print before you set options or apply default options,
Vision automatically opens the Options dialog box so that you can set options.
If you do not want the Options dialog box to open each time that you generate a report, set up default report options. When you have a report format that you like and that you want to use again, save the format as a favorite.
To create a new report, complete the following steps:
-
From the
Vision Navigation menu, click
Reporting and click the type of report.
-
To select the report, click anywhere in the grid row for that report.
Both standard and favorite reports are listed in the Reports grid. Favorite reports have either
Personal or
Global in the
Type column.
-
Click the
Options column, and then click
.
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On the Options dialog box, select the report options.
-
Click
Apply.
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To restrict the records included in the report, click the
Selection column in the Reports grid, click
, and use the lookup to specify the criteria for selecting data for the report.
-
Click
Apply.
After you create the report, you can preview or print it, save the options, save the selection criteria, or create a favorite report based on the current options and selection criteria. You can also send the report as an email attachment, download it, or schedule it to run at a later time.