training toolbox running/viewing reports. training toolbox select the application click on the...

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Running/Viewing Reports

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Select The Application

Click on the appropriate icon

Application menu is displayed

Click on the link for the report you want to run.

* Applications displayed depends on your access authorization

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Click On Report Link

Reports are listed on the application menu Click on the report link for the report

you want to run.

Example

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Enter Your Run Control Id

Either enter your Run Control ID or click Search

Note: FIRST time you run a report you must establish your Run Control ID. Go to the Training Toolbox/Navigation to view detailed instructions

Example

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Enter Report Parameters

You need to enter the report parameters (data selection criteria) for your report

Each report has its own set of data selection criteria

Example

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Click “Run”

Click the “Run” button at the top of the page

Example

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Choose Report Format

Choose either PDF or CSV report format

Click

Only 2 options:

PDF – data displayed in PDF format

CSV – data displayed in Excel Spreadsheet format

Server must be PSUNX

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Report Is Running

The Process Instance Number indicates the report has successfully launched

Example

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Select Report To View

Go to My Reports or Report Manager

Report Manager

My Reports on your TechWorks page

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Using “My Reports” To View Report

Example

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Using “Report Manager” To View Report

Click on link to view report

Report Manager can be accessed from the TechWorks Menu

Report Manager can be accessed from the Report Parameter page

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View/Print/Email/Save

Print, Save to desktop, E-mail, or just View Report automatically deleted after 14 days.

Print Save to desktop E-mail

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Contact the appropriate business office for the report you are running