Reports Schedules View Toolbar

Overview

The following icons and screen elements appear in this toolbar; however, their availability is subject to change based on your current selections, view settings, security permissions, and other factors.

Screen Elements

"" Save (Ctrl+S)

Saves any new or modified entries to the database.

"" Cancel (Esc)

Cancels any new or modified entries and reverts back to the last saved state.

"" Delete (Delete)

Deletes the selected data items or table rows.

Caution: Your selected data is permanently deleted once you click Save.

"" Schedule Details

Opens the Report Settings dialog box in read-only mode.

"" Run Schedule ASAP

Displays options for running the selected scheduled report on-demand.

"" Columns

Enables you to select the columns you want to display in the current table. The columns you select determine what data are available in the table.

"" Replicate Schedule

Creates a new schedule based on the selected report schedule. The Report Settings dialog opens enabling you to modify the scheduled report settings.

"" History

Displays details about the report jobs for the currently selected report including the date and time each job was run and its status.

"" Export to Excel

Exports all data as it appears in the current view to a Microsoft® Excel spreadsheet (.xls) file. You can customize the current spreadsheet to display only the data you want to export.

"" Print (Ctrl+P)

Prints the current page, table, chart, or other item.

"" Print Preview

Enables you to view a preview of the printed output. You can then decide to print or make additional changes.

"" Page Setup

Enables you to customize how a page will display when printed.

View list

The type of data you want displayed in the reports table. Choose Reports, the default value, to see a list of reports by category or folder. Choose Schedules to see a list of the individually scheduled instances of a reports arranged by frequency, including Once, Daily, Weekly, and Monthly.


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