Report List Features
Purpose
To demonstrate the features and functions of the Report List view in Ad-Hoc Reports in the Reports Module.
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Video
Instructions
1. Navigate to the Reports module and select Ad-Hoc Reports from the menu.
2. This view shows the All Reports folder selected. You can search within any view or folder using the filters provided to find a report.
- Click Apply after you have made your filter selections to see the results.
- Click Reset to return to the default list.
- Click the down arrow next to Reset to see any additional search fields.
3. Click on the down arrow next to All Reports to open up the other report folders.
For more information on Report Folders see this article: Reports: Create a Custom Folder
4. Enter a word or a partial word into the Search Box to find a report. It will search in the Title and the Description of the Report.
5. The Actions Column has functions to Clone, Email, Edit, and Delete a report.
6. Selecting the Clone icon will open up a new window to name your new report. You will then see your new report listed in the Reports List and can select the pencil icon to edit it.
7. Clicking on the Email (envelope) icon will open up a new window to set the preferences for emailing this report one time.
To have the report emailed on a routine cycle use the Report Schedule when creating or editing the report.
8. Clicking on the pencil icon will open the report for editing.
- You will only see the edit icon on a report you created or if you have Admin Permissions.
- FDR Reports cannot be edited. You will need to clone the report first and then edit the clone.
9. Clicking on the trashcan icon will delete the report. This is a specific permission that can be given only to users selected by your agency.
10. When you click on the trashcan icon to delete you will now have two options:
Remove this report from the folder. It will still remain in the All Reports folder.
Delete the report entirely from the system.
11. You can bulk delete reports by selecting the box to the left of the report name. Once you select one or more reports the trashcan icon will become active. You can now click it to delete these reports.
12. When using bulk delete you will receive a confirmation page.
Selecting Confirm, when using bulk delete, will delete these reports from the system entirely. They will no longer be in All Reports or any other folder.
13. Use the Create Report button to start creating a new report.
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