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

• Parameter sets

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  • • 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

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  • In the action row, click Image Removed .

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  • 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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  RMS-ProductName RMS-ProductName

  , see Reports.

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  parameter-sets parameter-sets

  Parameter sets

  In each report type, there are often sets of form values, or parameters, that you run frequently. The Save the current form values ( Image Removed ) button Reporter allows you to save these sets of parameters so commonly reused parameter sets, edit them, and apply them to a report.

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  saving-a-parameter-set saving-a-parameter-set

  Saving a parameter set

  To save the current form values as a parameters set that you can apply them to a report., do the following:

  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 select Save current form values (  ).
     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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  applying-a-parameter-set applying-a-parameter-set

  Applying a parameter set to report

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  Deleting the current parameter set

  ?Once you have created a parameter set, you can apply that set to a report.

  • In the action row, click Image Removed .

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  Clearing the form

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  • In the action row, click Image Removed .

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  • , do one of the following:
    • 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. 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. 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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  editing-the-name-of-a-parameter-set editing-the-name-of-a-parameter-set

  Editing the name of a parameter set

  To rename a parameter set that you have created, to the following: 

  1. Apply a parameter set to the report.
     For more information, see Applying a parameter set to a report. 
  2. In the action row, select Edit the name of the current parameter set ( Image Added ).
     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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  setting-a-parameter-set-as-a-default setting-a-parameter-set-as-a-default

  Setting a parameter set as the default for a report

  If you use mainly one parameter set for a report, you can set that parameter set as the default for the report

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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,

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  Generating the report

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  1. select Set this as the default (favorite) ( Image Added ).

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

  Deleting the current parameter set

  You can delete saved parameter sets in the report screen.

  1. Apply a parameter set to the report.
     For more information, see Applying a parameter set to a report.
  2. In the action row, select Delete the current parameter set ( Image Added ).
     A Delete Parameter Set dialog box appears. The message asks if you are sure you want to delete the parameter set.
  3. 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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  clearing-the-form clearing-the-form

  Clearing the form

  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, select Clear the form ( Image Added ).
    All form values are cleared in the report. 

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  scheduling-the-report scheduling-the-report

  Scheduling the report

  You schedule reports that must be automatically run on specific days and times. For example, you might schedule the Labor Productivity Report to run every Monday afternoon so that you can review productivity for the previous week.

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  Note: You must select a database and property for the Schedule Report button to become available.

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

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  generating-the-report generating-the-report

  Generating the report

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  Note: You must select a database and property to generate a report.

  1. At the bottom of the screen,

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  Scheduling the report

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  Closing the tab for the report

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  1. select Generate Report.
     The Generate Report dialog box appears.

  2. 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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  closing-the-report-tab closing-the-report-tab

  Closing the report tab

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