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The My Reports page contains a list of saved report templates (or "saved reports") created specifically for one person (My Templates) or for company-wide use (Company Templates). These saved reports allow users to generate report results immediately, without inputting search criteria.
Saved reports are displayed in list format, including a report name, report type, users (those with access to the report) and description. Clicking a report name will generate the results. For all the reports except the Task Report, there are graphs available. These graphs are represented by a small graph icon next to the report type. For Global Project Report Templates, a small gantt icon will appear next to the report type. This launches the Global Project Gantt Chart for that specific report template. The graph and Gantt chart icons are displayed in the Quick Click column
The Quick Click column also has PopOut icons to view reports in an alternative format. The Global Project, Global Task, Time Usage, Global Budget and Global Expense reports all have this format available. The PopOut format displays the report in a separate window. This window can remain open while navigating other Vertabase pages and even while logged out of Vertabase. You can use the links in these reports to jump to different items (e.g. projects and tasks) in the main Vertabase window. In this way the PopOut report acts as a navigational aid.
Saved reports can be edited and deleted (with the proper access levels.) Reports created for yourself, can always be edited or deleted. To edit a saved report, click the appropriate Edit link. This will bring the user to the specific report page, with the search criteria in place. To delete a saved report, select the appropriate checkboxes and click the Delete Selected Templates button.
If a user does not have the ability to completely delete a Company Template saved report, using the delete functionality will simply remove the template from the user's page, but not delete the report for other users.
Creating a Saved Template Report
Saved reports are created on the specific Report Search pages for each report type. To do so, follow the instructions below, which apply for all reports:
- Fill in the necessary search criteria (as if performing a normal search), but do not click Begin Search.
- Input a Template Name.
- Input a Description.
- Choose a Period option. Period options overwrite any time-related criteria selected in the regular search. Period options are also relevant to the current date. For example, in the Global Task Report a user might select an initial period "by month" of June 2004. If the report is saved with that period as the only time-based criteria, the report would always generate results for June 2004. However, if the user also selected a Template Period Option of This month the report would generate results for the month of the current date.
- If the saved report should be accessible by others, select the appropriate users under Company Template Options. To give all users access to the saved report, click All Users (This only includes users with access to Company Templates). To select specific users, click the select template users link. The system will only display users that have access to Company Templates.
- Select the checkbox begin search after saving template to generate report results along with saving the report. Otherwise the system will redirect users to the My Reports page without generating report results.
- When finished, click the Save as new template button. If the saved report already existed, a second button, Save Changes will be available for overwriting any changes made to the saved report (or the user can still choose to Save as new template after editing the template, in order to create a new one.) Clicking either button will save the report template and generate results.
Note: Each report may have different Template Period Options depending on its specific search criteria. For each option there are two choices:
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