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Overview

The Reports page is used to conveniently generate standard reports found in Connect Portal.

There are five tabs available on this page:

The Output tab displays completed, or executed reports.

How to Get Here?

From the Home Page:From the Menus:
  1. Click Reports from the Manage  list 
  2. Click the Output tab.
  1. Open the Manage menu and select Reports
  2. Click the Output tab.

 


 

Field Definitions

Field

Type

Required

Description

FiltersFilterNo

Allows the list of scheduled jobs to be filtered by Folder, Job Name, andCreated Date.

As you type in the Job Name field, the reports in the list are filtered to show only those that match what was typed. To restore the list to all reports, clear the contents of the filters.

FolderDisplay Only (pulled from created/updated Scheduled Job)YesFolder location for the saved report.
Source

Display Only (pulled from created/updated Scheduled Job)

Yes

The name of the report folders and the reports housed in the folder.

Description

Display Only (pulled from created/updated Scheduled Job)

YesThe high-level description of the report.
Job NameDisplay Only (pulled from created/updated Scheduled Job)YesName manually assigned to report by user during job creation.
Created At

Read-only

(system-generated)

YesDate and time the report was created.
Created By

Read-only

(system-generated)

YesThe name of the user that created the report.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

View[Alt] + [V]

To open the generated report in Connect Back Office.

  1. Select the report to view. 

  2. Click View. The report is displayed.

Delete[Alt] + [D]

To delete the associated report.

  1. Select the report to delete.

  2. Click Delete. The Delete Confirmation window opens.

  3. Click OK.

 

 

 


 

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