Working with individual reports

TK

Parameter sets

In each report type, there are often sets of form values, or parameters, that you run frequently. Reporter allows you to save these commonly reused parameter sets, edit them, and apply them to a report.

Editing the name of the parameter set

TK

• In the action row, click  .

Saving the current form values

 The Save the current form values (  ) button allows you to save a set of parameters to apply to a report.

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

Applying a parameter set to report

Once you have created parameters sets you can apply those sets to a report.

• In the action row, do one of the following:
  • Click 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.
    Or
  1. Click 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 the parameter set.
     The parameter set name appears in the field, and the form values in the report update.

Deleting the current parameter set

?

In the action row, do one of the following:

1. In the action row, do one of the following:
   • Click 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.
     Or
   1. Click 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 the parameter set.
      The parameter set name appears in the field, and the form values in the report update.
2. In the action row, click  .
   A Delete Parameter Set dialog box appears. The message asks if you are sure you want to delete the parameter set.
3. Click OK. 
   The parameter set name is removed from the Parameter Set field, and the form values in the report update. 

?

Clearing the form

?

• In the action row, click  .

Setting a parameter selection as the default for the report

?

• In the action row, click  .

Generating the report

?

• At the bottom of the screen, click Generate Report.

Scheduling the report

TK

Closing the tab for the report

TK