How Do I Generate Reports?

In Web Suite, you can generate reports in two ways: Report Center or any Web Suite screen (in-context reports). You can filter any of the pre-defined reports according to your requirements, including filter by ‘Group’. Web Suite cuts the wait time with the background report generation. You can get back to work while Web Suite compiles and generates your report.

To view or print a report:

1. Click Reports on the navigation bar to display the Report Center.
2. The Reports are organized by category on the left side of the screen. Navigate through the Reports tree to and click on the report to be printed. The location of the report displays in the Selected Report Path field.
   
   Select the Legacy View check box if you want to view the list according to the older/traditional categorization.
   
   A brief Report Description displays for the selected report on the Similar Reports panel. You can view a list of similar reports as well.

 

3. Enter or select the desired Date Filters, Other Filters, More Filters or Group Filters. Select a range of items in the From-To fields or discrete items in Select Items fields.
4. After you have applied the filters, click View on the button panel to preview the report. From the Report Viewer, you can print, export or email the report.
5. Back on the Report Center, click Favorite on the button panel to add the current report as your Favorite list. If you applied filters to the report and want to save the settings, click Memorize.
6. When you have finished, click Close.