Generated Reports

Access the detailed information pertaining to the generated reports.

Generated Reports

The following options are available in the top-right corner of the page:

Generate Report: Create a new report. For more information, see Generate Report.

Search: Search for a specific report.

Filter: Filter reports based on their schedule, template, or category.

  1. Click Filter icon. Filter By popup appears.

  2. Use Schedule dropdown to select the schedule, or use the search option to find one.

  3. Use Template dropdown to select the template, or use the search option to find one.

  4. Use Category dropdown to select the category, or use the search option to find one.

  5. Click Clear All to reset all selected filters and inputs.

The following table provides an overview of the generated reports.

Column Name Description

Schedule

Specifies the timing or frequency for generating the report.

Period

Specifies the date range or time span the report covers.

Location

Specifies the geographical or organizational area the report pertains to.

Template

Specifies the predefined format or layout applied to the report.

Category

Specifies the classification or type of the report.

Created Date

Specifies the time the report is initially created.

Generated By

Specifies the user or system responsible for generating the report.

Show/Hide columns

Specifies the option to customize which columns are visible in the table.

Following are the options to manage individual reports:

  1. Enable the checkbox next to the desired report.

  2. Once selected, you can perform the optional actions on the desired report.

    • Download: Saves a copy of the report in PDF format.

    • View Parameters: Displays the report metadata and input criteria, including schedule name, generated by, creation date, category, reporting period, and functional location code.

    • Delete: Use the checkbox next to each report to delete it individually, or use the checkbox next to Schedule to select all reports and delete them together.