Generate a Report - Revision history

AmolRedij at 12:19, 19 January 2022

2022-01-19T12:19:09Z

AR at 09:39, 18 December 2021

2021-12-18T09:39:22Z

AR at 09:34, 18 December 2021

2021-12-18T09:34:45Z

AR at 09:03, 15 December 2021

2021-12-15T09:03:43Z

WikiSysop at 07:26, 12 December 2021

2021-12-12T07:26:12Z

IDT-3 at 08:27, 21 February 2018

2018-02-21T08:27:25Z

IDT-5 at 16:28, 17 November 2017

2017-11-17T16:28:20Z

IDT-5 at 16:27, 17 November 2017

2017-11-17T16:27:52Z

IDT-5 at 16:27, 17 November 2017

2017-11-17T16:27:14Z

IDT-5 at 16:26, 17 November 2017

2017-11-17T16:26:21Z

@@ Line 5: / Line 5: @@
 === <font face="Segoe UI">'''To generate a Report:'''</font> ===
-<div class="image-green-border">1.&nbsp;'''Click''' the "Reports" tile on the "Home" page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Generate a Report1.png|720px|Generate a Report1.png]]</div>
-The Reports page opens.&nbsp;You can view all the default and custom report templates.
+.&nbsp;'''Click''' the "Reports" tile on the "Home" page. The Reports page opens.&nbsp;You can view all the default and custom report templates.
-<div class="image-green-border">2.&nbsp;'''Select'''&nbsp;an option&nbsp;from the "Defaults Reports"&nbsp;drop-down menu. You can view "All", "Legal" & "Compliance", "Workflow"&nbsp;or "Admin" Reports''.''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Default Reports1.png|300px|Default Reports.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Reports will be displayed depending on the category you select.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;&nbsp;'''Click''' the tile for the type of report you need to generate.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Report Type1.png|450px|Report Type.png]]</div>
-&nbsp;The report for the selected tile appears on a new tab. For example, selecting the Agreement Clause Content Report opens the report in a new tab displaying filters for the report.
+.&nbsp;'''Select'''&nbsp;an option&nbsp;from the "Defaults Reports"&nbsp;drop-down menu. You can view "All", "Legal" & "Compliance", "Workflow"&nbsp;or "Admin" Reports''.''
-<div class="image-green-border">5.&nbsp;Select the required filters and&nbsp;'''click'''&nbsp;the "View Report"&nbsp;button.</div> <div class="image-green-border">[[File:View Report1.png|720px|View Report.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6.&nbsp; Based on the combination of selected filters, the report is displayed with appropriate columns.</div> <div class="image-green-border">[[File:Report Filters1.png|720px|Report Filters.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters,&nbsp;you see a message that filter parameters cannot be blank.</div>
+<div class="image-green-border">[[File:ListofDefaultReports.png|450px]]</div>
 <font face="Segoe UI">You can now export the report into Excel, CSV, or PDF.</font>
 <div class="image-green-border"><font face="Segoe UI">[[File:Reports Export1.png|720px|Reports Export.png]]</font></div>

@@ Line 5: / Line 5: @@
 === <font face="Segoe UI">'''To generate a Report:'''</font> ===
-<div class="image-green-border">1.&nbsp;'''Click''' the "Reports" tile on the "Home" page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Generate a Report1.png|720px]]</div>
+<div class="image-green-border">1.&nbsp;'''Click''' the "Reports" tile on the "Home" page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Generate a Report1.png|720px|Generate a Report1.png]]</div>
 The Reports page opens.&nbsp;You can view all the default and custom report templates.
-<div class="image-green-border">2.&nbsp;'''Select'''&nbsp;an option&nbsp;from the "Defaults Reports"&nbsp;drop-down menu. You can view "All", "Legal" & "Compliance", "Workflow"&nbsp;or "Admin"Reports''.''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Default Reports1.png|300px|Default Reports.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Reports will be displayed depending on the category you select.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;&nbsp;'''Click''' the tile for the type of report you need to generate.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Report Type1.png|450px|Report Type.png]]</div>
+<div class="image-green-border">2.&nbsp;'''Select'''&nbsp;an option&nbsp;from the "Defaults Reports"&nbsp;drop-down menu. You can view "All", "Legal" & "Compliance", "Workflow"&nbsp;or "Admin" Reports''.''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Default Reports1.png|300px|Default Reports.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Reports will be displayed depending on the category you select.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;&nbsp;'''Click''' the tile for the type of report you need to generate.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Report Type1.png|450px|Report Type.png]]</div>
 &nbsp;The report for the selected tile appears on a new tab. For example, selecting the Agreement Clause Content Report opens the report in a new tab displaying filters for the report.
 <div class="image-green-border">5.&nbsp;Select the required filters and&nbsp;'''click'''&nbsp;the "View Report"&nbsp;button.</div> <div class="image-green-border">[[File:View Report1.png|720px|View Report.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6.&nbsp; Based on the combination of selected filters, the report is displayed with appropriate columns.</div> <div class="image-green-border">[[File:Report Filters1.png|720px|Report Filters.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters,&nbsp;you see a message that filter parameters cannot be blank.</div>
 <font face="Segoe UI">You can now export the report into Excel, CSV, or PDF.</font>
 <div class="image-green-border"><font face="Segoe UI">[[File:Reports Export1.png|720px|Reports Export.png]]</font></div>

@@ Line 5: / Line 5: @@
 === <font face="Segoe UI">'''To generate a Report:'''</font> ===
+<div class="image-green-border">1.&nbsp;'''Click''' the "Reports" tile on the "Home" page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Generate a Report1.png|720px]]</div>
 .&nbsp;'''Click''' the "Reports" tile on the "Home" page.
-<div class="image-green-border">[[File:Generate a Report.png|720px]]</div>
 The Reports page opens.&nbsp;You can view all the default and custom report templates.
+<div class="image-green-border">2.&nbsp;'''Select'''&nbsp;an option&nbsp;from the "Defaults Reports"&nbsp;drop-down menu. You can view "All", "Legal" & "Compliance", "Workflow"&nbsp;or "Admin"Reports''.''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Default Reports1.png|300px|Default Reports.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Reports will be displayed depending on the category you select.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;&nbsp;'''Click''' the tile for the type of report you need to generate.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Report Type1.png|450px|Report Type.png]]</div>
-.&nbsp;'''Select'''&nbsp;an option&nbsp;from the "Defaults Reports"&nbsp;drop-down menu. You can view "All", "Legal" & "Compliance", "Workflow"&nbsp;or "Admin"''Reports.
-<div class="image-green-border">[[File:Default Reports.png|450px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Reports will be displayed depending on the category you select.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;&nbsp;'''Click''' the tile for the type of report you need to generate.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Report Type.png|500px]]</div>
 &nbsp;The report for the selected tile appears on a new tab. For example, selecting the Agreement Clause Content Report opens the report in a new tab displaying filters for the report.
-<div class="image-green-border">5.&nbsp;Select the required filters and&nbsp;'''click'''&nbsp;the "View Report"&nbsp;button.</div> <div class="image-green-border">[[File:View Report.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6.&nbsp; Based on the combination of selected filters, the report is displayed with appropriate columns.</div> <div class="image-green-border">[[File:Report Filters.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters,&nbsp;you see a message that filter parameters cannot be blank.</div>
+<div class="image-green-border">5.&nbsp;Select the required filters and&nbsp;'''click'''&nbsp;the "View Report"&nbsp;button.</div> <div class="image-green-border">[[File:View Report1.png|720px|View Report.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6.&nbsp; Based on the combination of selected filters, the report is displayed with appropriate columns.</div> <div class="image-green-border">[[File:Report Filters1.png|720px|Report Filters.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters,&nbsp;you see a message that filter parameters cannot be blank.</div>
 <font face="Segoe UI">You can now export the report into Excel, CSV, or PDF.</font>
-<div class="image-green-border"><font face="Segoe UI">[[File:Reports Export.png|720px]]</font></div>
+<div class="image-green-border"><font face="Segoe UI">[[File:Reports Export1.png|720px|Reports Export.png]]</font></div>

@@ Line 1: / Line 1: @@
-= Generating&nbsp;a Report =
+= Generate&nbsp;a Report =
 <font face="Segoe UI">Using the Reports feature you can generate various types of reports.</font>
@@ Line 6: / Line 6: @@
 === <font face="Segoe UI">'''To generate a Report:'''</font> ===
-.&nbsp;'''Click''' the "Reports" tile on the "Home" page. You can view the default and custom reports.
+.&nbsp;'''Click''' the "Reports" tile on the "Home" page.
-<div class="image-green-border">[[File:8.0-GenerateReport.PNG|720px]]</div>
+<div class="image-green-border">[[File:Generate a Report.png|720px]]</div>
-.&nbsp;'''Select''' an option&nbsp;from the "Defaults Report''s"'' page if you want to view All, Legal & Compliance, Admin or Workflow Reports. Selecting an option will display reports for the selected category below.
+The Reports page opens.&nbsp;You can view all the default and custom report templates.
 <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;&nbsp;'''Click''' the tile for the type of report you need to generate.</div>
-&nbsp;
+.&nbsp;'''Select'''&nbsp;an option&nbsp;from the "Defaults Reports"&nbsp;drop-down menu. You can view "All", "Legal" & "Compliance", "Workflow"&nbsp;or "Admin"''Reports.
-<div class="image-green-border">[[File:8.0-GenerateReport1.PNG|720px]]</div>
+<div class="image-green-border">[[File:Default Reports.png|450px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Reports will be displayed depending on the category you select.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;&nbsp;'''Click''' the tile for the type of report you need to generate.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Report Type.png|500px]]</div>
-&nbsp;The report for the selected tile appears on a new tab. For example, selecting the Agreement Clause Content Report opens the report on a new tab displaying filters for the report.
+&nbsp;The report for the selected tile appears on a new tab. For example, selecting the Agreement Clause Content Report opens the report in a new tab displaying filters for the report.
-<div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;On selecting the desired filters, '''click''' the "View Report" button to view the report.</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border">[[File:8.0-GenerateReport2.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6.&nbsp; Based on the permutations and combinations of the applied filter, the report is displayed with appropriate columns.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters,&nbsp;you see a message that filter parameters cannot be blank.</div>
+<div class="image-green-border">5.&nbsp;Select the required filters and&nbsp;'''click'''&nbsp;the "View Report"&nbsp;button.</div> <div class="image-green-border">[[File:View Report.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6.&nbsp; Based on the combination of selected filters, the report is displayed with appropriate columns.</div> <div class="image-green-border">[[File:Report Filters.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters,&nbsp;you see a message that filter parameters cannot be blank.</div>
-<font face="Segoe UI">You can now export the report into Excel, CSV or PDF or schedule and email to be triggered when it is generated.</font>
+<font face="Segoe UI">You can now export the report into Excel, CSV, or PDF.</font>

@@ Line 2: / Line 2: @@
 = Generating&nbsp;a Report =
-<font face="Segoe UI">Using the Reports feature you can generate various [[Types_of_Reports|types of reports]].</font>
+<font face="Segoe UI">Using the Reports feature you can generate various types of reports.</font>
 === <font face="Segoe UI">'''To generate a Report:'''</font> ===
-#'''Click''' the ''Reports'' tile on ''My Dashboard''. You can view the default and custom reports.
+.&nbsp;'''Click''' the "Reports" tile on the "Home" page. You can view the default and custom reports.
-<div class="image-green-border">[[File:GenRep1.png|Default Report dropdown]]</div> <ol start="2">
+<div class="image-green-border">[[File:8.0-GenerateReport.PNG|720px]]</div>
-<li>'''Select''' an option&nbsp;from the ''Defaults Reports'' drop-down menu if you want to view ''All, Legal & Compliance, Admin or Workflow'' Reports. Selecting an option will display reports for the selected category below.</li>
+.&nbsp;'''Select''' an option&nbsp;from the "Defaults Report''s"'' page if you want to view All, Legal & Compliance, Admin or Workflow Reports. Selecting an option will display reports for the selected category below.
-</ol>
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;&nbsp;'''Click''' the tile for the type of report you need to generate.</div>
-<div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">3. '''Click''' the tile for the type of report you need to generate.</div> <div class="image-green-border" style="margin-left: 40px;">[[File:GenRep2.png|left|Default Reports Tiles]]</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">4. The report for the selected tile appears on a new tab. For example, selecting the ''Agreement Clause Content Report'' opens the report on a new tab displaying filters for the report.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">5. On selecting the desired filters, '''click''' the ''View Report'' button to view the report.</div> <div class="image-green-border">[[File:GenRep4.png|View Report]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">6. Based on the permutations and combinations of the applied filter, the report is displayed with appropriate columns as shown in the figure below.</div> <div class="image-green-border">[[File:ReportExample.png|Report Example]]</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters,&nbsp;you see a message that filter parameters cannot be blank.</div>
+&nbsp;
 <font face="Segoe UI">You can now export the report into Excel, CSV or PDF or schedule and email to be triggered when it is generated.</font>

@@ Line 8: / Line 8: @@
 #'''Click''' the ''Reports'' tile on ''My Dashboard''. You can view the default and custom reports.
 #'''Select''' an option&nbsp;from the ''Defaults Reports'' drop-down menu if you want to view ''All, Legal & Compliance, Admin or Workflow'' Reports. Selecting an option will display reports for the selected category below.
-<div class="image-green-border">[[File:GenRep1.png|Default Report dropdown]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">3. '''Click''' the tile for the type of report you need to generate.</div> <div class="image-green-border" style="margin-left: 40px;">4. The report for the selected tile appears on a new tab. For example, selecting the ''Agreement Clause Content Report'' opens the report on a new tab displaying filters for the report.</div> <div class="image-green-border">[[File:GenRep2.png|Default Reports Tiles]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">5. On selecting the desired filters, '''click''' the ''View Report'' button to view the report.</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border">[[File:GenRep4.png|View Report]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">6. Based on the permutations and combinations of the applied filter, the report is displayed with appropriate columns as shown in the figure below.</div> <div class="image-green-border">[[File:ReportExample.png|Report Example]]</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters,&nbsp;you see a message that filter parameters cannot be blank.</div>
+<div class="image-green-border">[[File:GenRep1.png|Default Report dropdown]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">3. '''Click''' the tile for the type of report you need to generate.</div> <div class="image-green-border" style="margin-left: 40px;">4. The report for the selected tile appears on a new tab. For example, selecting the ''Agreement Clause Content Report'' opens the report on a new tab displaying filters for the report.</div> <div class="image-green-border">[[File:GenRep2.png|Default Reports Tiles]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">5. On selecting the desired filters, '''click''' the ''View Report'' button to view the report.</div> <div class="image-green-border">[[File:GenRep4.png|View Report]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">6. Based on the permutations and combinations of the applied filter, the report is displayed with appropriate columns as shown in the figure below.</div> <div class="image-green-border">[[File:ReportExample.png|Report Example]]</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters,&nbsp;you see a message that filter parameters cannot be blank.</div>
 <font face="Segoe UI">You can now export the report into Excel, CSV or PDF or schedule and email to be triggered when it is generated.</font>