Select and Run Report

Reports are selected and run from the Report List. When running reports, you have the option of using the default criteria that has been defined for the report or modifying the criteria before it is run.

1. Locate the report in the Report List.

   You can search by report group and further filter your list by specifying a repair center, report type, or search by expression.

2. Choose between two options:

   • Select the Use Default Criteria check box if you want to use the default criteria defined for this report.

     With this setting selected, the report opens in the Report Preview window without first providing an opportunity to modify the Report Criteria.

   • Clear the Use Default Criteria check box if you want to modify the default criteria before running the report.

3. Choose between two options:

   • Select the report name and click the Run Report button at the bottom of the page.

   • Double-click the report name.

     If the Use Default Criteria check box was selected, the report generates and display in the Report Preview window.

     If the Use Default Criteria check box was not selected, the Report Criteria window opens, prompting you to verify or change the report criteria.

     The field prompts and Criteria Library options that display depend on the chosen report. The criteria last set as default for this report are highlighted on the left, showing the associated criteria populated in the field prompts on the right.

     Run this report with different criteria:

     1. Select a different record from the options displayed on the left.

        If this newly selected criteria should be set as the default for this report going forward, click Set Default.

        The Set Default option is only available to users with this permission.

     2. Make your changes.

        See the sections on Report Criteria and Report Criteria Expressions for further instructions and examples.

     3. If you have made changes to the criteria and want to have these permanently saved, click the Save button.

        If you do not click the Save button, the changes will only be in effect for this run of the report.

     4. Select the Display Criteria on Report check box if you want to have the report criteria displayed at the top of the Report Preview window.

        This setting ensures that report viewers will know which records are included in the report.

     5. Click the Apply button.

        The report generates and open in the Report Preview window.

        The appearance of the report depends on the report configuration. From the Report Preview window you can print, email, or export the report.