Manage Standard Reports

Standard Report management enables you to

• • easily access data you need regularly,
  • share reports with others, and
  • modify reports as needed.

Once you’ve generated a report, you can save it and distribute it in a few different ways from the Options drop-down menu at the top of the report page:

• • Email Report (PDF or Excel) – Email yourself a copy of the report in PDF or Excel format. Select OK in the email confirmation dialog box.
  • Schedule – Set up the report to email it to a particular individual(s) and/or role(s) with specific information, either one time only at a certain date or time, or as a recurring email distribution (for example, monthly). Once a report is scheduled, it’s available to administrators within EHS Administration > Scheduled Report Administration.
  • Publish – Make the report, as it is currently defined, accessible on the Reports page for others to review. Select the location(s) where the report should be published. This places the published report under the Published Reports tab on the Reports page. Once a report is published, it’s available to administrators within EHS Administration > Published Report Administration.
  • Properties – If you have saved or published the report, select Properties to view or modify the properties fields.
  • Save For Me – Create a saved version of the report you have defined, available only to you. Enter a Title and Description for the saved report and select Save. This places the saved report under the My Saved Reports tab on the Reports page.
  • Save Changes – If you have saved or published the report, select Save Changes to modify the current parameters.
  • Delete – If you have saved or published the report, select Delete to completely remove that version.
  • Back to Parameters – Toggle between your report and parameter selections.