Report Views

Most reports have several options from which you can select what data you wish to view and how you wish to view it. Because different combinations of options produce different information, the chances are good that you will view a given report with more than one set of option scenarios. To expedite the process of viewing these scenarios, 

RMS

offers the  ability to save each set of options so that you don't have to manually select them every time.

RMS

 also allows you to select the view that you wish to open by default whenever that option screen opens.

Terms and Definitions

TermDefinition

View

Select a set of pre-configured report options on which to run the report.

Save

Save changes to the current view.

Save As

Save multiple option selections/views to be used for running different scenarios for a report. This functionality makes it more convenient to select a set of frequently used options.

  • Name—Assign a name to the set of option selections.
  • Shared—Make a saved view available for other users to access.
  • Re-Open—Select which view you want to open by default when the option screen opens.

Delete

Delete unused option selections/views.

Re-Open on Startup

Select which view you want to always  open when the option screen opens.


Creating Report Views

To create a new view:

  1. Select the appropriate report from the Reports menu.
  2. Select the options you wish the report to use.
  3. Click the Save As icon.
  4. Enter a View Name.
  5. Select or de-select Shared View.
  6. Select or de-select Re-open this view on start.
  7. Click the Save button. The view now appears in the View list and can be selected.