Working with Reports Viewer

Reports Viewer enables you to view, schedule, and print:

•	Predefined system reports.

•	Custom reports created by your company.

A blue asterisk next to a report denotes a custom report. You create custom reports in the Reports Builder wizard.

Reports with ‘AR’ appended to the name indicate the report is an Active Report. Active Reports enable you to view the report as a PDF, Excel, Rich Text Format, or a delimited file. Selecting a delimited file enables you to select either .csv or .txt as a file type.

If the report does not have ‘AR’ appended to the name, it is a Crystal Report.

Your security access determines the reports you can view and your ability to configure reports. The system checks your security class for report restrictions and determines the reporting categories you can access. Refer to the Security Class Setup wizard for more information.

Welcome to Reports Viewer Screen

Category

— Displays the reporting categories you can access.

Reports

— Displays the reports available within the selected reporting category.

After making your selections, click Next to display the Store Selection screen.

Example Button

Click Example to view a sample of the report in the Example Report screen. The screen is divided into two sections. The top section displays an example of the report. Next to each column heading is a number. A corresponding description for each number displays in the bottom section of the screen. For example, the number 1 displays next to the Comp Description column heading. The number 1 in the bottom section describes the Comp Description column. The bottom section also provides the purpose of the report.

Click Next to continue to the Store Selection tab.