Reports Management Window

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Presentation Description

Overview of the OMS Reports Management window, including how to create, copy and share reports.

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Presentation Transcript

Slide 1: 

OMS Training Reports Management Window

Course Objectives: 

Course Objectives Reports Management Window Using Public Reports Copying a Public Report Creating a Folder (Directory) Create a Tabular Report Making a Report Public Sharing a Report Click on any link above to move directly to the topic.

Slide 3: 

Login to OMS

Slide 4: 

Navigate to the Reports menu by clicking on Reports>Reports.

Slide 5: 

The Reports Management Window consists of two panes; the Reports pane (left side) and the Report Details pane (right side). Reports Management Window

Slide 6: 

The Reports pane is a directory of all the reports available to OMS users. It contains three main folders; Public, Shared, and My Reports. Reports Pane

Slide 7: 

The Public folder contains all reports that are shared by all users. The reports are read only but they can be copied for your own use. Public Reports

Slide 8: 

Public reports can be copied for your own use in one of two ways. Click on the report in the Reports pane (left side), right-click and select Copy Report from the shortcut menu. Using Public Reports

Copying a Public Report: 

Copying a Public Report Reports can also be copied within the setup report dialog box.

Renaming a Copied Report: 

Renaming a Copied Report You can rename a copied report by double-clicking on the report name in the Reports pane.

Creating New Folders: 

Creating New Folders Multiple folders can be created within the “My Reports” directory.

Moving Reports into Different Folders: 

Moving Reports into Different Folders Existing reports within the “My Reports” folder can be moved to a different sub-folder by dragging and dropping. Left-click on the report and drag it to the desired folder, then release the mouse button.

Creating a New Standard Report (Tabular): 

Creating a New Standard Report (Tabular) Reports can be created in one of two ways; by inserting a new report, or by copying an existing report that you own or one created by another user.

Customizing the New Report: 

Customizing the New Report Once the report is created it must be customized to fit your needs.

Making a Report Public: 

Making a Report Public Making a report public makes is available to all system users.

Making a Report Private: 

Making a Report Private

How to Create a Share Group: 

How to Create a Share Group You can share reports with individuals or groups of people.

Share Groups Advanced: 

Share Groups Advanced You can select users for a share group by Security Role & Administrative Unit.

How to Share a Report: 

How to Share a Report Report sharing allows you to share reports with specific users.

How to Stop Sharing a Report: 

How to Stop Sharing a Report

Information on creating reports and the reports window:: 

Information on creating reports and the reports window: Roadway>Utilities>Help Docs Tutorial 6 – Reports and Graphs

Slide 22: 

The End…