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Running/Viewing Reports

Running/Viewing Reports. Select The Application. Click on the appropriate icon Application menu is displayed Click on the link for the report you want to run. * Applications displayed depends on your access authorization. Click On Report Link.

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Running/Viewing Reports

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  1. Running/Viewing Reports

  2. Select The Application • Click on the appropriate icon • Application menu is displayed • Click on the link for the report you want to run. * Applications displayed depends on your access authorization

  3. Click On Report Link • Reports are listed on the application menu Click on the report link for the report you want to run. Example

  4. Enter Your Run Control Id • Either enter your Run Control ID or click Search Example Note: FIRST time you run a report you must establish your Run Control ID. Go to the Training Toolbox/Navigation to view detailed instructions

  5. Enter Report Parameters • You need to enter the report parameters (data selection criteria) for your report Example Each report has its own set of data selection criteria

  6. Click “Run” • Click the “Run” button at the top of the page Example

  7. Choose Report Format • Choose either PDF or CSV report format • Click Server must be PSUNX Only 2 options: PDF – data displayed in PDF format CSV – data displayed in Excel Spreadsheet format

  8. Report Is Running • The Process Instance Number indicates the report has successfully launched Example

  9. Select Report To View • Go to My Reports or Report Manager My Reports on your TechWorks page Report Manager

  10. Using “My Reports” To View Report Example

  11. Using “Report Manager” To View Report Report Manager can be accessed from the TechWorks Menu Report Manager can be accessed from the Report Parameter page Click on link to view report

  12. View/Print/Email/Save • Print, Save to desktop, E-mail, or just View • Report automatically deleted after 14 days. PrintSave to desktopE-mail

  13. Questions? • Contact the appropriate business office for the report you are running

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