TRAINING TOOLBOX Running/Viewing Reports

TRAINING TOOLBOX Select The Application  Click on the appropriate icon  Application menu is displayed  Click on the link for the report you want to run. * Applications displayed depends on your access authorization

TRAINING TOOLBOX Click On Report Link  Reports are listed on the application menu Click on the report link for the report you want to run. Example

TRAINING TOOLBOX Enter Your Run Control Id  Either enter your Run Control ID or click Search Note: FIRST time you run a report you must establish your Run Control ID. Go to the Training Toolbox/Navigation to view detailed instructions Example

TRAINING TOOLBOX Enter Report Parameters  You need to enter the report parameters (data selection criteria) for your report Each report has its own set of data selection criteria Example

TRAINING TOOLBOX Click “Run”  Click the “Run” button at the top of the page Example

TRAINING TOOLBOX Choose Report Format  Choose either PDF or CSV report format  Click Only 2 options: PDF – data displayed in PDF format CSV – data displayed in Excel Spreadsheet format Server must be PSUNX

TRAINING TOOLBOX Report Is Running  The Process Instance Number indicates the report has successfully launched Example

TRAINING TOOLBOX Select Report To View  Go to My Reports or Report Manager Report Manager My Reports on your TechWorks page

TRAINING TOOLBOX Using “My Reports” To View Report Example

TRAINING TOOLBOX Using “Report Manager” To View Report Click on link to view report Report Manager can be accessed from the TechWorks Menu Report Manager can be accessed from the Report Parameter page

TRAINING TOOLBOX View/Print/ /Save  Print, Save to desktop, , or just View  Report automatically deleted after 14 days. Print Save to desktop

TRAINING TOOLBOX  Contact the appropriate business office for the report you are running