
S W G U s e r G u i d e
Chapter 16: Viewing and Working With Reports
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Depending on your selections, the
Value
field displays either a drop‐down list or a blank
field.
d. Select or specify a value in the
Value
field to complete your initial filter selection.
e. To define multiple filter criteria:
i. If an
Or
relationship is needed between any of the filters, click
Switch
to
Advanced
Mode
.
ii. Repeat steps
Step a
through
Step d
for each filter. If you are in Advanced mode, be sure to
select the appropriate relationship operators, and add any needed parentheses.
f. To delete a filtering row, click the
icon if it is displayed. Otherwise, right click the
icon
of the row, and choose
Delete
Filter.
6. Click
Save
.
Managing Reports
This topic include procedures for the following:
•
Defining Report Schedules
•
Adding Report Shortcuts to the Favorites Folder
•
Viewing a Report’s History
•
Exporting Reports
Defining Report Schedules
You can define multiple schedules for any report. When you define the schedule, you can also
modify which columns are displayed and the filtering criteria, as part of the schedule.
When you define a schedule for a report, it appears in the tree under the report name.
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To define a schedule for a report
1. Do either of the following:
• To define a new schedule, right click the report name and choose
Add
New
Schedule
.
• To modify an existing schedule, click the schedule name under the report name in the tree,
and in the main window, click
Edit
.
The Scheduling dialog box is displayed. It contains the following tabs:
Report
Schedule
,
Report
Target,
Columns
, and
Report
Parameters
.
2. Specify a name for the report schedule in the
Schedule
Name
field. Specifying a name is manda‐
tory.
3. To activate the report schedule you are defining, select the
Enable
Scheduling
checkbox at the
top of the screen. To suspend the automatic report scheduling for any reason, clear the checkbox.
4. In the
Report
Schedule
tab, define the actual schedule. You can specify any combination of the
following scheduling criteria, though you must specify at least one set of criteria:
NOTE:
A
filter
with
parentheses
cannot
be
switched
back
to
Simple
mode.