Report views

Report views provide quick access to frequently used report configurations. Saving a report view prevents you from reconfiguring a report from scratch each time you run the report. If you run/generate a particular report frequently, you can save report views to be opened by default when you access the report screen.

Note:  UniFocus is currently transitioning reports from their original locations in the Reports menu to the new Reporter module. If your property is not using Reporter, access reports from the Reports menu option. If your property is using Reporter, be aware that not all reports have been migrated. If you cannot find a report in Reporter, check to see whether it is in its original location in the Reports menu.

This page covers the following report view tasks:

Saving a report view

Saving a report view from the report screen

  1. In the upper-left corner of the screen, select Access your applications (  ).
    The menu expands. 
  2. From the menu pane, select Reports.
  3. From the Reports drop-down list, select the report you would like to view.
    The report screen appears. 
  4. Configure the report as necessary.
    For more information, seeConfiguring reports.
  5. ClickSave As/ Save View As( ).
    A Save As screen appears.
  6. Enter aView Namethat describes the purpose of the configuration options.
  7. (Optional) Do one or both of the following:
    • SelectShared Viewto make a saved view available for other users to access.
    • SelectRe-Open this view on startupif you want this view to be the default view of this report configuration screen.
  8. ClickSave / OK.
    You can now select this view in the View drop-down list.

Saving a report view from Reporter

Note:Parameter sets are used in Reporter, while report views are used in RMS. Parameter set is another name for report views. You can save your configuration options for a report using either option.

  1. In the upper-left corner of the screen, select Access your applications (  ).
    The menu expands. 
  2. From the menu pane, select Reports.
  3. From the Reports drop-down list, selectReporter.
    The Reporter screen appears. 
  4. Use the scroll bar or Search drop-down list to select a report.
    The screen related to the report appears.
  5. Configure the report as necessary.
    For more information, seeConfiguring reports.

  6. ClickSave the current form values( ).
    The Save Parameter set dialog box appears.

  7. Enter a name that describes the purpose of the configuration options.
    1. (Optional) ClickShare Viewto make a saved view available for other users to access.
  8. ClickOK.
    You can now select this view in the Parameter Set drop-down list.


Selecting a report view

Caution: You must save a report view before you can perform this task.

Selecting a report view from the report screen

  1. In the upper-left corner of the screen, select Access your applications (  ).
    The menu expands. 
  2. From the menu pane, select Reports.
  3. From the Reports drop-down list, select the report you would like to view.
    The report screen appears. 
  4. From the View drop-down list, select the report view you want to use.
    The report view appears.

Selecting a report view from Task Scheduler

Task Scheduler is mainly used to schedule frequently used reports to run automatically. However, if a report has already been scheduled to run on a specified day and time, you can choose to run the report immediately on the Task Scheduler screen.

  1. In the upper-left corner of the screen, select Access your applications (  ).
    The menu expands. 
  2. From the drop-down list under the Administration section, select Task Scheduler.
    The Task Scheduler screen appears in a new window.
  3. Click Add Scheduled Task ( ).
    The New Scheduled Task wizard appears.
  4. Select Reports.
  5. Click Next.
  6. Select the report(s) you want to run.
  7. From the View drop-down list, select a saved report view.
  8. Click Next.
  9. Follow the steps in the New Schedule Task wizard.
    For more information, see Screens in the Scheduled Task wizard.


Setting a report view to open on startup

Setting a report view to open on startup from the report screen

  1. In the upper-left corner of the screen, select Access your applications (  ).
    The menu expands. 
  2. From the menu pane, select Reports.
  3. From the Reports drop-down list, select the report you would like to view.
    The report screen appears. 
  4. Do one of the following:
    If you have a saved view in the report:
    1. From the View drop-down list, select the view.
    2. Click Re-open this view on startup (  / )
      The view will be the default when you return to the report.
    If you need to save a view:
    1. Configure the report as necessary.
      For more information, seeConfiguring reports.
    2. Click Save As/ Save View As(  ).
      A Save As screen appears.
    3. Enter a View Name that describes the purpose of the configuration options.
    4. Select Re-Open this view on startup if you want this view to be the default view of this report configuration screen.
    5. Click Save / OK.
      The view will be the default when you return to the report.

Setting a report view to open on startup from Reporter

  1. In the upper-left corner of the screen, select Access your applications (  ).
    The menu expands. 
  2. From the menu pane, select Reports.
  3. From the Reports drop-down list, selectReporter.
    The Reporter screen appears. 
  4. Use the scroll bar or Search drop-down list to select a report.
    The screen related to the report appears.
  5. Click Set this as the default (Favorite) () to set as the default view of this report configuration screen.
    The view will be the default when you return to the report.

Editing a report view

Editing a report view from the report screen

  1. In the upper-left corner of the screen, select Access your applications (  ).
    The menu expands. 
  2. From the menu pane, select Reports.
  3. From the Reports drop-down list, select the report you would like to view.
    The report screen appears. 
  4. From the View drop-down list, select the view you want to edit.
  5. Reconfigure the report as necessary.
  6. Click Save / Save View (  ).
    When you return to the report, the new changes are displayed.

Editing a report view from Reporter

  1. In the upper-left corner of the screen, select Access your applications (  ).
    The menu expands. 
  2. From the menu pane, select Reports.
  3. From the Reports drop-down list, selectReporter.
    The Reporter screen appears. 
  4. Use the scroll bar or Search drop-down list to select a report.
    The screen related to the report appears.
  5. From the Parameter set drop-down list, select a saved view.
  6. Configure the report as necessary.
    For more information, seeConfiguring reports.
  7. Click Edit the name of the current parameter set (  ).
  8. Fill in the fields as necessary.
  9. Click OK.
    You changes are applied.

Deleting a report view

Caution: You must have a saved report view before you can perform this task.

Deleting a report view from the report screen

  1. In the upper-left corner of the screen, select Access your applications (  ).
    The menu expands. 
  2. From the menu pane, select Reports.
  3. From the Reports drop-down list, select the report you would like to view.
    The report screen appears. 
  4. From the View drop-down list, select the view you want to delete.
  5. Click Delete / Delete View (  )
    A message asking if you want to delete the view test/selected view.
  6. Click Yes.
    The report view is deleted.

Deleting a report view from Reporter

  1. In the upper-left corner of the screen, select Access your applications (  ).
    The menu expands. 
  2. From the menu pane, select Reports.
  3. From the Reports drop-down list, selectReporter.
    The Reporter screen appears. 
  4. Use the scroll bar or Search drop-down list to select a report.
    The screen related to the report appears.
  5. In the Parameter Set drop-down list, select the set you want to delete.
  6. Click Delete the current parameter set (  )
    The parameter set is deleted.