Smart Reports Displayed on Pages

A number of pages display a summary of data in a smart report which contains both summary information and smart elements such as editable fields, access to a report or module window, and actionable buttons.

The majority of smart reports include rows of data that are linked to the source data. For example, you could set up a report that would allow you to click a row to open the record for viewing / editing in a new window. In other smart reports, editable data fields are actually presented on the report.

Smart reports include a toolbar at the top of the page with the following options:

• Print: The Print button allows you to print the content of the report. Clicking the Print button displays the print dialog box for your operating system, allowing you to set any print parameters. Click Print to proceed to print the displayed report.

• Email: The Email button allows you to email the content of the report to a designated recipient. Clicking the Email button displays the Email Report window, where you can designate email parameters.

• Export: The Export button allows you to export the contents of the report to a file (.htm, .xml or .csv format). Clicking the Export button displays the Export window, where you can designate export parameters.

• Setup: The Setup button allows users with permission to modify reports to edit the report setup, including smart elements. Clicking the Setup button displays the Report Setup window, where designations and smart elements can be changed. Smart elements can be viewed or edited by clicking the Smart Elements sub-tab.

• Refresh: The Refresh button refreshes the content of the report in the event the data displayed has changed since the page was initially presented.