Generating a report based on the search results

When you run a search on an AR System form or view a table in a browser, the Report button appears below the search results or in the table unless the form or table field is not configured to prevent this button from displaying. Use this Report button to generate a report based on the search results or table field contents. 

Related topic

Reporting-on-Service-Management-application-activity

221_Using Reporting_search-report.png

When you click Report, the following results 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 which case the report is automatically associated with the form that you searched. If you select Add default fields and sort order, the report automatically includes these fields.
  • If you select any records or entries in the search result, 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 any 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.
    • 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 select multiple entries, use 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 search results table are selected when you click Report, the report includes all the entries in the search results.

Saving the report

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. Save the search sequence that generates a report by using My Reports. Each report in the My Reports list is unique per server, per form, and per user. 

To save a report to the My Reports menu

  1. Run a search on a form.
    See Running-and-saving-searches.
  2. Create 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 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 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.


 

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