Report Basics: 

This section describes basics of using the system reports using the reports from the Finances Menu Options Reports menu.  All reports will be displayed using the Report Viewer page with a Report Toolbar as shown in Figure 1.8 with left side menu collapsed so displays a full view of the report. 

Figure 1.8 


Report Toolbar

You can hover your mouse over each area of the toolbar at the top of the page for more information. The toolbar supports:

  • Browsing by page using the arrows, typing a page number, or selecting a page from the page drop down list.
  • Increasing view percentage of the report contents by increasing or decreasing the percentage using the - and + sign or entering the percentage or selecting a percentage from the drop down list. 
  • Click the printer icon to open the browser print window to print the report
  • Click on the to select from a list of formats to export the report to. 
  • Click on the search icon to open up the search window as shown in Figure 1.9 to search and display search results.
  • Click on the settings icon to display a list of setting for each export option as shown in Figure 1.10. 


Figure 1.9 


Figure 1.10


Exporting Report

Decided what format you want to export to, such as CSV, then click on the settings icon to display a list of setting for that export format as shown in Figure 1.10, click to select CSV. It will then display the Downloads window as shown in Figure 1.11 so you can click Open file to view the exported report.  

Figure 1.11