Reporter screen

Filter the screen by keywords that are associated with a group of related reports. Select an option from the drop-down list. To clear a selected filter, hover over the field and select the remove tag icon (  ).

The first column of the drop-down list corresponds to the primary tags associated with the report. For example, selecting Labor filters the screen by all reports associated with the Labor (L) primary tag. The second column of the drop-down list corresponds to secondary tags, which further categorize the reports. For example, selecting Labor > Forecasting filters the screen by all Forecasting reports associated with the Labor (L) primary tag.

Type either a report name or keyword to search for a specific report.

The Reporter screen contains three sections:

• Favorites—All reports that you have marked as favorites (  ).

• Recents—Recent reports. This section displays the 10 most recent reports that you have generated, in order of most recent to oldest.

• All Reports—All available reports. You can sort reports in the All Reports section by selecting an option from the drop-down list in the upper-right corner of the section.

   

The top line is the report name. The bottom line is a brief description of the report. 

Select the report name and description to open the report configuration screen in its own tab.

A yellow star icon (  ) indicates that you have marked a report as a favorite. Although favorite reports can appear in all three sections, the Favorites section displays all your favorite reports.

To remove favorite status, select the yellow star. The star turns gray (  ), indicating that it is no longer a favorite.

Tag(s) associated with each report:

• TA—Time & Attendance

• L—Labor

• R—Revenue

• S—Scheduling

• B—Budgeting

• SS—System Setup

• ER—Excel Reports

• A—Ad-hoc (either BIRT or Cognos)

In the Filter By Tags drop-down list, you can filter the screen by the primary and secondary tags.

Opens a preview window for the report.