1. TRAINING TOOLBOX Running/Viewing Reports

2. TRAINING TOOLBOX Select The Application  Click on the appropriate icon  Application menu is displayed  Click on the link for the report you want to run. * Applications displayed depends on your access authorization

3. TRAINING TOOLBOX Click On Report Link  Reports are listed on the application menu Click on the report link for the report you want to run. Example

4. TRAINING TOOLBOX Enter Your Run Control Id  Either enter your Run Control ID or click Search Note: FIRST time you run a report you must establish your Run Control ID. Go to the Training Toolbox/Navigation to view detailed instructions Example

5. TRAINING TOOLBOX Enter Report Parameters  You need to enter the report parameters (data selection criteria) for your report Each report has its own set of data selection criteria Example

6. TRAINING TOOLBOX Click “Run”  Click the “Run” button at the top of the page Example

7. TRAINING TOOLBOX Choose Report Format  Choose either PDF or CSV report format  Click Only 2 options: PDF – data displayed in PDF format CSV – data displayed in Excel Spreadsheet format Server must be PSUNX

8. TRAINING TOOLBOX Report Is Running  The Process Instance Number indicates the report has successfully launched Example

9. TRAINING TOOLBOX Select Report To View  Go to My Reports or Report Manager Report Manager My Reports on your TechWorks page

10. TRAINING TOOLBOX Using “My Reports” To View Report Example

11. TRAINING TOOLBOX Using “Report Manager” To View Report Click on link to view report Report Manager can be accessed from the TechWorks Menu Report Manager can be accessed from the Report Parameter page

12. TRAINING TOOLBOX View/Print/Email/Save  Print, Save to desktop, E-mail, or just View  Report automatically deleted after 14 days. Print Save to desktop E-mail

13. TRAINING TOOLBOX  Contact the appropriate business office for the report you are running