Reports Tab

Navigating the Reports Tab

When you select a report, the Reports Attributes Selection page appears. This page enables you to customize the report for a specific time period or population.

Reports Attributes Selection page for the Primary Appointments report

 

Selecting the Organization

If you have permissions for a parent organization such as a school, you can run the report for an organization beneath the top level, such as a department. That way, the report returns only the faculty in the selected department, rather than all faculty in your school.

To change the organization:

1. On the Reports Selection page, click the Org. Structure button.
   A window appears showing you the organizations for which you have permissions.
2. To expand an organization and show the organizations below it, click the triangle. To select an organization and run the report for all faculty in or below that organization, click the organization name. A check appears next to the organization name.
   Note: When selecting only one or a few organizations from the many you have permissions for, make sure you click Deselect All first. This way you only return results from the one organization.
3. Click the check icon at the bottom to return to the Reports Selection page.
4. At the Reports Selection page, click the Execute button to run the report.
   

Changing the Report Layout in the HTML GUI

After running the report, you can add or remove fields using the Change Layout dialog.

1. In the HTML GUI, this option is in a drop-down menu. At the top, choose the Menu button, then Settings -> Layout -> Change

2. Select a column from the Column Set list and move it to the Displayed Columns list by clicking the Left Arrow button

Click the green check to add the column to the report. You can also use the up and down keys to change the order the columns are displayed on the report.
Note: You may need to drag the column separators on the report to resize the column and display the entire column results.

Exporting Reports in the HTML GUI

After running the report, you can export the data to Excel. To export a report to Excel:

1. Choose the Menu button from the toolbar, and then choose List, then Export, then Spreadsheet.

2. Click on the Spreadsheet option. The following screen will pop up.

3. Choose the Excel – Office Open XML Format (XLSX) option, and click the green check icon.
4. The Save As dialog appears. Navigate to the location on your computer where you want to save the file.
5. Specify a filename and an extension, such as “appointments.xlsx.”
6. Click Save to save the file in the specified location.

The report data appears in an Excel window.