Generating a report based on the search results

When you click Report, the following actions occur:

• The Report Console opens, listing only those reports that are associated with the form you searched.
  You can also create a new report definition based on this search. In this case, the report is automatically associated with the current form. If you select Add default fields and sort order, the results list fields are automatically included in the report.
• The records that are selected in the search results at the time you click Report, along with the sort order, are passed to the Report Console as a predefined query.
  When you search a form, the first record in the search results is automatically selected. If you click Report without changing this selection, only the first record is included in the report. Use any of the following methods to select the records you want to include in the report:
  • Select All—Selects all entries in the table.
  • SHIFT-click—To select a range of entries, click an entry and hold the SHIFT key. Click another entry above or below the original selection, and then release the SHIFT key.
  • CTRL-click—To report on multiple entries, click an entry and hold the CTRL key. Continue to click the entries you want to include in the report while holding down the CTRL key. When you have finished selecting table entries, release the CTRL key.
  • Deselect All—Clears all selections in the table.
    If no entries in the table are selected when you click Report, the report includes all the entries in the search results.

Using My Reports toolbar button

With the My Reports toolbar button, you can save the sequence that generates a report based on a search. Each named report in the My Reports list is unique per server, per form, and per user. The My Reports feature is helpful if you frequently generate reports based on the same search, but do not want to create a report definition.

To save a report to the My Reports toolbar menu

1. Run a search on a form.
   See Running-and-saving-searches.
2. Run a report based on the search results. 
3. Close the report.
4. In the browser window containing the search results, select My Reports > Save.
5. Enter a name for the report, and click OK.

To run a saved report from the My Reports toolbar menu

1. Open the form associated with the report that you saved.
2. Select My Reports > Run > reportName.

To manage reports from the My Reports toolbar menu

1. Open the form associated with the report that you saved.
2. Select My Reports > Manage.
   The saved reports appear in a dialog box.
3. Delete, disable, or enable reports as needed.
4. Click Save.