Setting Up Your Home Page Reports

Procedure

To set up the reports that are available from the Home Page:

  1. Access the Home Page by selecting the Home link from the Main menu.
    The Home Page screen appears.

  2. On the Home Page, in the My Reports section, click the Edit icon .
    The User Reports screen displays the reports that you have the capability to generate. The reports that you can generate are determined by your Access Role assignment.

  3. Select the check boxes for the reports you want to be able to generate from the Home Page, and click Save.
    When you select and save a report, it is moved to the top of the list and the report name becomes a link.

  4. To enter default parameters for generating the report:

    1. click on the report name link in the Search Results section of the User Reports screen.
      The User Report Parameters screen appears.

    2. Enter the defaults you want to use for generating the report. The default value you enter appears on the screen when you generate the report, but you are able to change the default before generating.  

    3. Click Save.

  5. To return to the User Reports screen, click Cancel.

  6. To return to your Home Page screen, click Cancel.