Report Setup

VIDEO | Report Setup

This section covers the initial setup required for creating reports.

Parameters

Report parameters that are used for data selection and filtering are built into the application. If you are in a project and open the Reports page, the value in the Project field parameter by default is populated with that project. You have the option to change the Project field value and select another project from the drop-down list. If a project has not been selected, you can select one from drop-down list.

When you select a report from the Reports list, fields with parameters specific to the project are shown populated with the default values. Available parameters and the parameter values change depending on the report selected.

Cascading parameters

Cascading parameters are a series of dependent selections where the options in one parameter are influenced by the selections you made in previous parameters. The cascading parameters used in Report help you create dynamic, tailored reports.

When you are selecting parameters for a report, it is important to move through the parameters from left to right and top to bottom. As you make your choices, each parameter that follows the available options become more specific based on what you have already selected. Your selections cascade to make the subsequent choices more relevant and tailored to your initial decisions.

Run a Report

The following procedure goes through the basic steps to select a report to run, define report parameters, and run the report.

Run a Report

  1. On the Reports tab, select a report from the Reports list. The report title and parameters show. An optional description of the report might also be provided.

  2. Select a project if one is not already selected, and then complete the remaining parameters starting from left to right and top to bottom.

    • If the field allows multiple parameter, you can select the individual values or click Select all to include all values in the report.
    • After all the applicable and required parameters are completed, you can save the report as a view.

  3. Click Run Report.

    • If there are any missing or incorrect parameters, the field shows as a red box and an error message is briefly shown at the top of the page. Fix the parameter issues, and then click Run report again.

  4. After the report runs, it will open in a new window.

    Make sure to allow pop-ups in your web browser or the report output could be blocked by your web browser.