Reports Management

Reports Management allows an administrator to configure reporting for the system. Using this page, you can specify which reports are available to users, change the order in which reports are displayed, and modify the report name and description displayed to users.

Reports are part of the standard system installation; there is currently no facility for administrators to add their own custom reports. A super administrator can add a report that has been created by Accruent developers. A super administrator can also delete a report from the system completely, but should do so with extreme caution.

To open the Reports page:

1. Open the Administration Menu page.

2. Under the GLOBAL ADMINISTRATION heading, click Reports Management.

To modify the report set:

1. In the Application field, select the module containing the report to modify.

   Administrators can modify the configuration of existing reports, but cannot add reports. Do not enter values in the fields in the Add Report pane. The existing reports can be reconfigured by modifying the following values in the Current Reports pane.

2. In the Status field, select a value.

   Active reports are available to users; Inactive reports remain in the system, but are inaccessible to users. In most cases, it is preferable to make a report inactive rather than delete it from the system.

3. In the Tab Order field, modify the numeric value to specify this report's position in drop-down menus.

   The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

4. In the External Report Name field, modify the default name of the report.

   The value you enter here will be the report name displayed to users.

5. Do not modify the Internal Report Name.
   This field is used to internally identify the system report that is run when the report name is selected.

6. In the Report Description field, modify the default description of the report.

   The value you enter here will be displayed to users next to the report name on the Run Report page. It is intended to help users understand the function of the report.

7. Click UPDATE.