Differences

This shows you the differences between two versions of the page.

--- ug8-3 [2010/10/20 10:28] – external edit 127.0.0.1
+++ ug8-3 [2017/12/01 16:35] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ==== Run a report ====
-**refers to:**\\
-person selector -> reports tab\\
+Reports run from: \\
-desktop form -> reports tab\\
+  * Select > Miscellaneous Reports\\
-vacancies form -> reports tab\\
+  * Accounts > Reports \\
-temp desk form -> reports tab\\
+  * Selector Forms (Person, Company, Vacancy, Progress, Placement, Contact Events) > Reports Tabs\\
-progress form -> reports tab\\
+  * Desk Top and Temp Desk > Reports Tabs \\
-placements form -> reports tab\\
+  * There is also a Report button on individual Forms eg. Person, Company, Vacancy etc. (when running a report from here it will run on just that record.)\\
-contact events form -> reports tab\\
+**Note** Users must have the relevant level of access to be able to run, print and export reports. See [[ug8-18|Reporting Access Levels]]\\ \\
-\\
+If you are running a report from a selector form you need to have a selection of records on which to run the report. \\
-In order to run a report we need to choose some records beforehand.\\ This example uses the 'Person List (Basic)' report in the Person selector screen.\\ \\
+  * Create your selection of records (using search or retrieving a stored selection). \\
-  *Open the **Person** selector screen
+  * With the list of records showing, click on the **reports** tab, scroll down to the relevant report you wish to run and either double click on it or highlight it and click **Open**.
-  *Type an **'A'** in the **Keyname** box and click **Find**, a list of people with surnames beginning with **A** is displayed.
+  *Certain reports may require you to input parameters for example Date Range, Consultant, Branch, Division or other type of entry. When all the required parameters are filled, the report will output onto the screen.
-  *Use the search criteria to filter the records by **Registration Date**, input a date range and click on **Search**. A list of people who's surname begins with 'A', and who's 'Registration Date' is between the date range is displayed.
+\\ **Note** A TempDesk report takes its records from the selected week.\\
-  *With this list of records, click on the **reports** tab, scroll down to the report Person List (Basic), highlight it and click **Open**.
-  *Certain reports may require you to input parameters, If so prompted, fill in the required information, this may be a Date Range, Consultant, Branch ,Division or other type of entry. When all the required parameters are filled, the report will output onto the screen.
-\\
-**Note** A TempDesk report takes it's records from the selected week.
-\\
 \\ Back to [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=1_online_user_guide|Online Users Guide]]
 \\ Back to [[UG8-00]]