Report Setup

The Report Setup module opens in a new browser tab and allows the user to run or export the desired report. Make a selection for any Report Parameters that are available and click to run and view the report in Adobe PDF format or to export the data in Microsoft Excel format.

Click Common Buttons for a description of the buttons found throughout the system and their uses.

Field	Description
Report	This field is read only.
Data Source	This field is read only.
Project	This field is read-only unless opened from the Administration menu, and then it is required. This field will be hidden for reports with data sources for the Home and Administration menus. When visible, the field will hold a list of user’s projects.
Report Parameters	If a report was designed with a list of parameters, the report will use these parameters to filter the records. If no values were assigned and if no parameters are selected, then the records on the report will not be filtered.

Button	Description
	Clicking the button runs the report and opens it for viewing in Adobe PDF format. The user’s computer must have an application to view the output file, such as Adobe Acrobat Reader. For testing Notifications and Sub-reports, the data will be limited to 20 records.
	Clicking the button runs the report and downloads in Microsoft Excel format. The user’s computer must have an application to view the output file, such as Microsoft Excel. If the report design has grouping fields defined, then the grouping fields will be converted to ordinary columns and any grouping headers or footers will be ignored.
	Clicking the button returns all parameters to their default values.
	Clicking thebutton closes the tab and return the user to the previous screen.