Reports

The Reports page defines the default display for some of the reports. The settings set up in the Preferences section>System Preferences card are the defaults for all users in the system. Individual users can customize this list by accessing Preferences section>My Preferences card>Reports screen.

Note: Depending on the report selected, there may be drop down menus of options available and/or a page to select the sections to include in the report. The following examples are for the TCR - Current report. Other reports will have different selection options.

General Tab

This tab is used to select information to display on the report. For each of the options, select the Yes or No option to determine whether the information is included in the report.

Sections Tab

This tab allows users to select the sections to appear on the report:

1. Click on the folder to the left of the report name to open the selection screen.

   

2. The left column displays all the Available Reports Sections for the open report; the right column shows the Chosen Reports Section.
3. To include a section in the report, highlight the selection in the Available Reports Section column and drag to the Chosen Reports Section column.
4. To remove a section from the report, drag the entry back into the Available Reports Section area.
5. Sections may be moved around within the Chosen Reports Section column according to the order they should display. The red arrows indicate the location where the item will display.
6. Click the Save button before exiting.

Action Buttons

The following Action is available in the left pane:

Reset