Running a Standard Report
There are two methods for running a standard report.
- Select the Reports button on the navigation pane, and then select the report you want to run from the Reports list box on the Reports tab. Select the Run/Edit Report button, and then complete the fields on the Report Definition window.
- Use the menu bar to select the report you want to run. You then complete the fields on the Report Definition window.
Tip: The first method has several advantages. You can view relevant information about the report you select to run, as well as a preview of the report. You can also select favorite reports. Favorite reports appear on the bottom of the Reports menu, where they are easier to run in the future.
When completing the Report Definition window, you must decide where you want the system to send the report. The available options are to a report viewer on your computer (Window) or to the default printer. If you want to view the report before it prints, select Window. From the report viewer, you can then send the report to the default printer or export it to several different file formats.
Note: Before you run a report that includes depreciation figures, be sure you have calculated depreciation through the desired depreciation date for the assets you want to include in the report. To calculate depreciation, select the Depreciate command from the Depreciation menu; otherwise, your depreciation figures will not be current.
- Select Reports/Standard Reports from the menu bar. The system displays a submenu containing all of the standard reports.
- Select the report you want to run from the submenu. The system displays the Report Definition window.
- Complete the Report Definition window, then select the Run Report button. The system runs the report and sends it to the selected location. If you select the Window check box, the system displays the report on your computer. For more information, see Viewing Reports.
Note: To run the Monthly Projection report, the Annual Projection report, or the Quick Projection report, select the report from the Depreciation menu. For more information, see Running a Budgetary Projection.
You can also run a report on only selected assets or on an individual asset.
- In the Asset List, select the assets for which you want to run the report.
- Select Reports/Standard Reports from the menu bar. The system displays a submenu containing all of the standard reports.
- Select the report you want to run from the submenu. The system displays the Report Definition window. The application automatically selects <Selected Assets> in the Group field.
- Complete the Report Definition window, then select the Run Report button. The system runs the report and sends it to the selected location. If you select the Window check box, the system displays the report on your computer. For more information, see Viewing Reports.
- Select the asset for which you want to run the report, and then go to Asset Detail.
- Select Reports/Standard Reports from the menu bar. The system displays a submenu containing all of the standard reports.
- Select the report you want to run from the submenu. The system displays the Report Definition window. The application automatically selects <Detailed Asset #XX> in the Group field, where XX is the System Number of the selected asset.
- Complete the Report Definition window, then select the Run Report button. The system runs the report and sends it to the selected location. If you select the Window check box, the system displays the report on your computer. For more information, see Viewing Reports.