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Generate Reports

In the Reports module, generate reports based on specific criteria selected in the Report criteria lookup window or values in the Report parameters window. Report generation is available from any tab within the module. Whether choosing Print to PDF or Export to Excel, the criteria selection process is the same.

Generate reports to focus on the data that matters most. Apply specific criteria to filter large datasets and create targeted, accurate results.

Reports help you:

  • Make informed decisions by analyzing relevant asset, location, and cost details.

  • Improve efficiency by exporting data to PDF or Excel for sharing, auditing, or further analysis.

  • Ensure compliance with fields included in your output.

  • Manage resources effectively by tracking costs, priorities, and asset status.

Print to PDF and Export to Excel

When generating a report in the Report module, the system checks the report definition created in Classic TMS. That definition determines what happens next:

  • If the report is set to run immediately, the system generates it without asking for input.

  • If the report requires user-specified parameters, the Report parameters window opens to enter values.

  • If the report requires a query, the Report criteria lookup window opens to select criteria that defines the record set.

This behavior ensures the report runs according to the options defined when it was created in Classic TMS.

Report parameters

If the report requires user-specific parameters, enter field values that define which records the report includes.

  1. In the Report module, on any tab, click Print to PDF or Export to Excel.

    The Report parameters window opens.

  2. Enter the values. For example, the values might be Start date and End date.

  3. Click Continue to generate the report and send the data to the Job Manager for processing.

Report criteria lookup

To create reports that require query input, select Print to PDF or Export to Excel from any tab within the Reports module. Enter the values that define the result set. After entering your criteria, click Generate report to run the query and send the data to the Job Manager for processing.

  1. In the Report module, on any tab, click Print to PDF or Export to Excel.

    The Report criteria lookup window opens.

  2. Navigate through the tabs to select and enter your query criteria.

  3. Click Generate report.

Report information

Selecting Export to Excel opens the Report Information window before the report is sent to the Job Manager for processing.

  1. In the Reports module, click Export to Excel.

  2. Optionally, complete one of the following:

    • Report criteria lookup

    • Report parameters

  1. Click Generate report.

    The Report information window opens.

  2. Enter or select the details:

    • Title: Helps identify the report in the Job Manager and in exported files.

    • Excel capability: Determines how the system formats the data and which features are included in the exported file.

      • Excel 2003 No pivot tables/charts

      • Excel 2007 Pivot tables/charts as applicable

  3. Click Continue.