Contents of the Reports Management Screen
View report details such as the name, type of report, and date created.
Column | Description |
---|---|
ID | This column displays the reference number assigned to the report by the system. |
Report Type | This column indicates the type of report |
Module | This column displays the module associated with the report. |
Name | This column displays the name of the report.
To modify the name, double-click it. The option to change the name is displayed with a Save and Cancel option. |
Favorites Column
|
A solid gold star
designates the report as a user favorite.
Up to ten reports can be designated as favorites. Any type of report that displays on the Reports Management screen can be saved as a favorite, including shared reports that belong to administrators. To tag a report as a favorite:
To remove a report from your list of favorites:
To access the Favorite Reports list:
Note: All types of reports (including regular, standard, and shared reports, as well as the user's own reports) display together when you select the
All filter from the
View by Report Type drop-down. Since reports of all types can be designated as favorites, they will also display together in the Favorite Reports list.
|
Description | This column displays details about the report.
To modify the description, double-click it. The option to change the description is displayed with a Save and Cancel option. |
Report Category | This column displays the category source for the data contained in the report. |
Created | This column displays the date the report was created. |
Schedule Last Run | This column displays the date the report last ran. |
Public | This column indicates whether the report is visible to all other users in your company. |
Note: Different columns display when viewing
All,
Shared, and
Standard Reports report types. For
All and
Shared, there is a column to indicate the report owner.
Parent Topic: Reports Management