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Each Framework ECM report can create a profile, which enables a single report design to be used for a number of different specific reports.
Category
Categories are used to logically group the available reports and profiles.
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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. |
Procedures
Previewing A Report
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- 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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| Scheduling a report can only be performed on the Profiles tab. |
- From the Category drop-down list, select the required report category.
- Select the Profiles tab.
- Select the required report.
- Click Schedule. The Report Server Schedule Wizard will be displayed.
- Follow the on-screen prompts.
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Reports are available outside of the Report screen. Some screens have reports available that are specific to the information contained on a screen. These are referred to as context sensitive reports.
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| On the Construction Overview screen, the associated report includes the PCI Confirmation report. |
On the specific screen, click the toolbar icon. The Reports dialog will be displayed.
Tip
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From the File menu, select Print Preview
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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. |