Working with Reports

Use this page to navigate, view, and use a report. Except where noted, the information in this section is applicable to all report types.

Menu bar
The menu bar organizes tasks that you can do with the Reports component. To select a menu, click its name or use the ALT key combination indicated by the underscore (_) in the menu name.
Publish
Click to publish the report. After you click Publish the Publishing Reports page is displayed.
Return
Click to return to the parameters page.
Close
Click to close the browser window.
Help
Click for more information about the Web Report browser.
Printing a Report
To print reports, we recommend exporting the report to a PDF file from the report toolbar and then open the PDF file to print the exported report. Alternatively on Internet Explorer there is a print button on the report toolbar (See here for more info: http://msdn.microsoft.com/en-us/library/ms251693.aspx).
Saving a Report
Select an export format, either Excel or PDF and then click the Export button.
Navigating a Report
Click the page arrows or type a page number. To open and close the Group Tree that appears to the left of the report, click the Show and Hide Document button.
Zooming In or Out
Click a percentage in the Zoom menu.
Searching Text in a Report
Type text in the Search box and click Find.
Navigating Using the Document Map
Click the item in the report. To expand or collapse an item, click the plus sign (+) or the minus sign(-) beside the item.
Drill Down in a Report
  1. Place the cursor on the appropriate item in the report. For example, a rate or charge.
  2. Double-click the item. Detailed information about the item appears.
  3. Continue to drill down where allowed to view additional detailed information.
Drill Down to Another Report
Drill down to another report is available only in invoice reports.
  1. Place the cursor on the appropriate item in the report. For example, an account code or resource units.
  2. Click the item. Depending upon item that you click, the report either appears in the same browser window or in a separate window. If the report opens in a separate window, the parameters page for the report appears first.
Close a Drill Down Report
Click Close in the Menu bar or click the Close button in the browser window.