Working with individual reports

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

RMS

, see Reports.

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

To save the current form values as a parameters set that you can apply 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, select Save current form values (  ).
   The Save Parameter Set dialog box appears.
3. In the Name field, type the name of the parameter set. 
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. 

Applying a parameter set to report

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

• In the action row, 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.

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 (  ).
   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. 

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.

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 Set this as the default (favorite) (  ).

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 (  ).
   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. 

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 (  ).
  All form values are cleared in 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.

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.

Generating the report

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

2. Select the option you want. 

   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.  

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.