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Return to Reporting
The Reports screen is used to access all Framework ECM reports for previewing and printing. Each report belongs to a category with the Select Report Category drop-down list used to select the category.
Each Framework ECM report can create a profile, which enables a single report design to be used for a number of different specific reports.
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Article Index
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Category
Categories are used to logically group the available reports and profiles logically.
There are Framework provides a set of standard report Categories provided with Framework, but new or custom ones can be created in the Report Management Module.
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Profiles Tab
Includes the list of available profiles that have been saved from reports.
A profile can be generated from a report or another profile. By selecting the Save button in the Report dialog, the report type, criteria selections, formulas, and descriptions can be created as a profile, or the existing profile updated.
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Reports Tab
The Reports tab is used to select the required report. Specific criteria may be entered for a selected report.
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Some changes and criteria selected for a report are held for the session, but they are not saved. |
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Schedules Tab
The Schedule Tab shows the reports that have been scheduled.
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Refer to this article for more information on scheduling reports.
Procedures
Previewing A Report
From the Category drop-down list, select the required report category.
Select the Profiles or Reports tab.
Select the required report.
Click Preview or double-click to preview the report prior to printing.
Printing A Report
From the Category drop-down list, select the required report category.
Select the Profiles or Reports tab.
Select the required report.
Click Print to print the report without previewing.
Scheduling A Report
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From the Category drop-down list, select the required report category.
Select the
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Schedules tab.
Select the required report.
Click
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New. The Report Server Schedule Wizard will be displayed.
Follow the on-screen prompts.
Refer to this article for more information on scheduling reports.
Context Sensitive Reporting
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ExampleOn the Construction Overview screen, the associated report includes the PCI Confirmation report. |
On the specific screen, click
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the toolbar icon. The Reports dialog will be displayed.
Tip From the File menu, select Print Preview or Press Ctrl + P.
Select the required report.
Click Preview.
OR
Click Print.
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In some instances, a second dialog may be displayed requiring the user to enter or confirm a job number. |
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