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
- Place the cursor on the appropriate item in the report. For example,
a rate or charge.
- Double-click the item. Detailed information about the item appears.
- 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.
- Place the cursor on the appropriate item in the report. For example,
an account code or resource units.
- 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.