Working with individual reports

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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.

Saving a parameter set

 The Save the current form values (  ) button allows you to save the current form values as a parameters set that you can 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. 

Editing the name of the parameter set

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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  .
   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 appear in the Parameter Set field. 

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

You can delete saved parameter sets in the report screen.

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

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  .
  All form values are cleared in the report. 

Setting a parameter selection as the default for the report

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• In the action row, click  .

Generating the report

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

Scheduling the report

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Closing the tab for the report

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