Working with Reports

To create a schedule:

  1. Select Monitor > Reports on the navigation bar and click New. The New Report Subscription page is displayed.
  2. Specify this information:
    Report
    The type of the report.
    Name
    The name for the report.
    Description
    The description of the report.
    Copy Subscription Details as
    The details of an existing report subscription that must be copied to this report subscription.
    Note: All the parameters related to an existing subscription are copied to the new report subscription, except the schedule to generate the report.
    Report Format
    The format in which the subscribed report is generated. Possible values:
    • CSV
      Note: You can modify the regional separator setting when generating the reports in German and Dutch language.
    • PDF
  3. Select the Add Report filters to output check box to include the names of the parameters selected for generating the reports. This option is available only if you generate the report in a CSV format.
  4. Click Next. The Report Filters page is displayed.
  5. Set the filters to determine the data that must be included in the report. See Setting report filters.
  6. Click Next. The Schedules page is displayed.
  7. Specify a schedule for the generation of the report, in the Schedule section. See Scheduling a report.
  8. Click Save.
    Note: The generated reports can be reviewed from the All Subscription tab on the Reports page. These reports can be downloaded from the Infor Document Management (IDM) application.