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About Generating User-Defined Reports

Overview

To generate a report it must be included in your role capabilities. If you create a report, it is automatically added as a capability to your user Access role. To generate a report created by another user, the report must be added to your Access role capabilities.

You can generate a report you define directly from the final screen used to define the report. You can run a report without saving it or you can save the report so that it is available for ongoing generation. For subsequent generation, for reports that have been saved, you can select the link for the report on the Reports screen in the Name column. The report is automatically generated when you select the name link.

After you generate the report and it appears on the screen, you can:

export the report as a PDF file to archive, e-mail, or print the report.
export the report to a spreadsheet application to manipulate the data.

User-defined reports can include up to 2000 records. If the report exceeds this number you receive a message that you must filter the results. By adding more restrictive filters you ensure that the report includes all data that meets the defined filters. Decreasing the record count also expedites report generation. You can access the screen to edit the filters directly from the Report screen.

Reports initially display 200 rows on the screen at one time. To display up to 200 additional rows, use the More link. To display all records (up to 2000), click All.