Navigation menus
Users who have been given access to the Report Catalog can access it from the menu.
This table shows the descriptions for the tabs on the Report Catalog:
| Tab | Description |
|---|---|
| Reports |
Contains all reports that you have access to including delivered reports, created reports, and shared reports. To add a report as a favorite, click the star icon on any report. For more information about the list of standard reports, see Financials and Supply Management Analytics and Reports User Guide. |
| Print Files | Contains all reports generated through the Print to PDF and Export to CSV actions. Reports from batch programs are also available on this tab. |
From the Report Catalog, users can:
- Enable to view only the report created by the user.
- Enable to show only user-created reports to which the current user has access. Expand the menu to find the organization reports option.
- Check the Print Files tab to view the status of generated PDFs and exported CSVs. If you submitted a report for printing, check the status in the In Progress pane.
- Navigate to the Schedule option for configuring when to run a report.
- Search for reports. To search reports, users can:
- Specify the name of the report in the search box.
- Filter by Category and Subcategory. When you select a Category, its related Subcategories is automatically selected.
- Perform an Advance search. Specify the business class, report owner, and sharing options in the text boxes.
- Set a report as a favorite by clicking the star icon. The star icon is located next to the report name. The user can then find the report in the Favorites tab and the tab. To remove a report from the Favorites, click the solid-colored star again.
- Customize options for how reports display in the Report Catalog. See Customizing options for Report Catalog features.