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The following instructions assume that you have opened the individual report with which you want to work:

• Parameter sets
  • Saving a parameter set
  • Applying a parameter set to a report
  • Editing the name of a parameter set
  • Setting a parameter set as a default for a report
  • Deleting the current parameter set
• Clearing the form
• Scheduling the report
• Generating the report
• Closing the report tab

For more information on opening a report, see Working with the Reporter screen.

For more information on the different reports available in

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parameter-sets parameter-sets

Parameter sets

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1. In the report for which you want to save the parameter set, complete all form items on the screen.
2. In the action row, click the select Save current form values button  (  ).
   The Save Parameter Set dialog box appears.
3. In the Name field, type the name of the parameter set. Click
4. If you want to share the report, select Share View.
5. Select OK.
   The form values on the report screen are now saved as a parameter set. 

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• In the action row, do one of the following:
  • Click Select the Parameter Set drop-down arrow and select a parameter set name from the drop-down list.
    The parameter set name appears in the field, and the form values in the report update with your selection.
    Or
  1. Click Select the Parameter Set field and type the name of parameter set in the field.
     Matches appear in a drop-down list as you type.
  2. Click to select Select the parameter set.
     The parameter set name appears in the field, and the form values in the report update with your selection.

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1. Apply a parameter set to the report.
   For more information, see Applying a parameter set to a report. 
2. In the action row, click the select Edit the name of the current parameter set button (  ).
   The Edit Parameter Set dialog box appears.
3. In the Edit Name field, type the new name of the parameter set.
4. Click OK. 
   The updated parameter set name appears in the Parameter Set field. 

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1. Apply a parameter set to the report.
   For more information, see Applying a parameter set to a report. 
2. In the action row, click the select Set this as the default (favorite) button  (  ).

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deleting-the-current-parameter-set deleting-the-current-parameter-set

Deleting the current parameter set

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1. Apply a parameter set to the report.
   For more information, see Applying a parameter set to a report.
2. In the action row, click the select Delete the current parameter set button  (  ).
   A Delete Parameter Set dialog box appears. The message asks if you are sure you want to delete the parameter set.
3. Click Select OK. 
   The parameter set name is removed from the Parameter Set field, and the form values in the report update. 

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The clear form function allow you to clear values in a report that have been enter manually or applied through a parameter set.

• In the action row, click the select Clear the form button  (  ).
  All form values are cleared in the report. 

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1. At the bottom of the screen, click select Schedule Report.
   The Schedule Report dialog box appears. 
2. Complete the fields as necessary.
   For more information, see Schedule Report dialog box.
3. Click Select Save.
   The report is now scheduled.

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1. At the bottom of the screen, click select Generate Report.
   The Generate Report dialog box appears.

2. Click Select the option you want. 

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   Note: The available format options depend on the report type.

   The report is generated. If you selected to view the report, the report opens in a new tab.  

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• In the report selection row, click select the X in the upper right corner of the tab for the report you want to close.
  The report tab closes.