Creating a report is as easy as 1,2,3. Here's how:
| 1. Expand the first panel by clicking the header, if not already expanded. |
| a. Expand the report categories by clicking the (+) to the left of the category description. |
| b. Click the report you want to produce.
**Note that the grid-style reports have an icon like a small grid and the SQL Server reports use a book icon |
| 2. Enter criteria to limit the data selection. |
| a. Enter selection criteria by choosing a comparison operator (e.g. "=") and the value to be used for comparison. |
| b. Add additional criteria with the drop down list box in the upper right corner of the frame.
Note that selection criteria for fields with the same name will use an "OR" condition while others use an "AND" condition. |
| c. Click the [Report] button to create the report with your selection criteria.
The [Clear] button clears the selection criteria while the [Reset] resets the filter to the default (initial) setup. |
| 3. Control the report display and export options. |
| a. For the grid style reports, use the toolbar at the top of the page to export the report to Excel, Word or a text file.
The drop-down list specifies the number of rows to include in the report.
A set of links on the grid control allows paging though the report in the browser.
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| b. The SQL Server reports include a toolbar at the top to allow exporting the report to .pdf or .txt format, changing the page, and finding text in the report. |