Using the Report Generator

On the main Reports page, you can create a report, access your saved reports, generate common reports, or view report results. These procedures are described in the following sections.

Creating a Report

1. When the Report Generator is launched, the Create Report page displays. You can also access this page by clicking Create Report in the menu.

2. In the list, click the type of report you want to create. Several pages of questions will follow, allowing you to select the exact type of report you need.

3. The Submit Report page displays

On this page, you have the following options:

Select the desired database in the Select Database list.
Type a name for the report in the Report Name box.
Select the Save as Common Report check box if this is a report you plan to use regularly, then type a name for the report. Later, you can quickly access this report by clicking Common Reports in the side menu. For more information, see “Generating Common Reports”

Note: Any report saved to My

Reports will be available only

to a user who is signed in with

your login name and password.

Select the Save to My Reports check box if this is a report you want to save only for your use, then type a name for the report. Later, you can quickly access this report by clicking My Reports in the side menu.
In the E-Mail Address box, your e-mail address displays. This is the address that will receive a notification when the report is ready. If you do not have an e-mail address assigned in the system and the box is empty, type your e-mail address.

The e-mail you receive will include a link to the PDF report. (You must have Adobe¨ Reader¨ installed to view the report.)

4. Click Submit Report. This displays the Report Results. Your report will be listed in the Report Queue while it is processing. When it is ready for viewing, it disappears from the Report Queue and appears in the Report Results.

5. To view the report, do one of the following:

• In the Report Results list, click the report name. This opens the PDF report.

• If you indicated an e-mail address when you submitted the report, you will receive an e-mail notification when the report is ready. Click the link provided in the e-mail to open the PDF report.

Generating Your Saved Reports

1. In the side menu, click My Reports. This displays the list of reports that have been saved to your login name.

2. Select the check box next to the report you want to generate, then click Resubmit. This resubmits the report criteria and generates a current report.

NOTE: To delete reports from this list, select the check box next to each

desired report and click Delete Selected Reports at the bottom of the list.

3. To view your report, see step 5.

Generating Common Reports

1. In the side menu, click Common Reports. This displays the list of commonly used reports.

2. Select the check box next to the desired report, then click Resubmit. This resubmits the report criteria and generates a current report.

NOTE: To delete reports from this list, select the check box next to each

desired report and click Delete Selected Reports at the bottom of the list.

3. To view your report, see step 5.

Viewing the Report Results and Report Queue

You can view the Report Results list and the Report Queue list at any time by clicking Report Results in the side menu. Pending reports appear in the Report Queue until they are finished processing. When they are ready for viewing, they disappear from the Report Queue and appear in the Report Results.

NOTE: To delete reports from the Report Results, select the check box next to each desired report and click Delete Selected Reports. To delete reports from the Report Queue, select the check box next to each desired report and click Delete Pending Reports.