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Reports

Reports

Owned by Julie Doyle-Whitelock (Deactivated)
Last updated: Feb 17, 2020

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.

Category

Categories are used to logically group the available reports and profiles.

There are a set of standard report Categories provided with Framework, but new or custom ones can be created in the Report Management Module.

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.


In Framework ECM 2020
 Expand for further information

In Framework ECM v7.1, the Profiles tab has column to list the Report the Profile was created from.

Reports Tab

The Reports tab is used to select the required report. Specific criteria may be entered for a selected report.

Some changes and criteria selected for a report are held for the session, but they are not saved.

Procedures

Previewing A Report

  1. From the Category drop-down list, select the required report category.
  2. Select the Profiles or Reports tab.
  3. Select the required report.
  4. Click Preview or double-click to preview the report prior to printing.

Printing A Report

  1. From the Category drop-down list, select the required report category.
  2. Select the Profiles or Reports tab.
  3. Select the required report.
  4. Click Print to print the report without previewing.

Scheduling A Report

Scheduling a report can only be performed on the Profiles tab.
  1. From the Category drop-down list, select the required report category.
  2. Select the Profiles tab.
  3. Select the required report.
  4. Click Schedule. The Report Server Schedule Wizard will be displayed.
  5. Follow the on-screen prompts.

Context Sensitive Reporting

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.

Example

On the Construction Overview screen, the associated report includes the PCI Confirmation report.

  1. On the specific screen, click the  toolbar icon. The Reports dialog will be displayed.

    From the File menu, select Print Preview or Press Ctrl + P.

  2. Select the required report.
  3. Click Preview.
    OR
    Click Print.


In some instances, a second dialog may be displayed requiring the user to enter or confirm a job number.