Web Suite Report Center screen contains links that allow you to access or view reports or apply filters before doing so. Web Suite provides a wide variety of preset standard reports designed to give you quick and easy access to your company-related information. The Report Center groups similar reports together. Click any report category on the left to select the relevant report. The list of available reports pertaining to the selected category is displayed on the right.
Report Filters let you change the scope of a report. When you create a report, it can show more information than you need. When you apply a filter to a report, you choose how you want Web Suite to restrict the report to certain criteria. It then excludes from the report any information that doesn't meet your criteria. Filters enable you to display reports utilizing only the information you want to include. The intersection of data produced by applying all filters is what will be displayed on the report.
For example, if you make activities or expenses billable to a client or project, the Project Time & Expense Report initially shows unbilled costs for all projects and for all dates. This would be too much information if all you wanted were to see last year's unbilled costs to one of the projects. You would use the Date filter by itself to print last year's report for all projects in Web Suite database. But to print last year's report for a particular project, you must use the Date filter along with the Project ID filter. Each additional filter further restricts the scope of the report. Choose any category and then select the report you want from the list of available reports.
There is a panel on the left that contains a list of all the reports available in Web Suite. The panel has three tabs:
Standard: This displays the standard Web Suite reports in a tree structure. You can view the older organization method of reports by clicking the Legacy View check box.
Memorized: This displays a list of reports that have been memorized in Web Suite.
Favorites: Web Suite allows you to keep a list of most used reports by marking them favorite (Select report and click favorite button on button panel). All these reports marked favorite are accessible in the Favorite tab.
Search :
This enables you to search for a particular report in the grid. You can search for a report using full or partial name or any other field. Web Suite displays the matching records in a drop-down list based on what you type in the search text box. The items displayed get narrowed down as you keep on typing. For example, you might want to search for a report whose name starts with letter A. As you type letter A, all names beginning with letter A are displayed in the drop-down. As you keep on typing more letters it displays more relevant results.
Help:
Opens the Web Suite Help in the Report Center section.
Options
Save:
Saves the current report settings to a specified name. It is also used to update an existing report setting.
Save As:
To save an existing memorized report under a new name (for example, after modifying filters or SQL strings), click Save As. Enter up to 50 characters for the name. Be sure to give your reports descriptive names for easy identification in the future.
Memorize:
Allows you to create a new memorized report. It memorizes the selected report allowing you to give it a specific name. You can also define the Report Group to save it to, to ease your access to the report later.
Favorite:
Saves the currently displayed report as a Favorite report. Reports marked favorite are displayed in the Favorite tab to the right.
Clear:
Click to clear all current report filters.
Clear All:
Click to clear filters saved with a memorized report.
Legacy View:
Checked, the reports are listed in the traditional/older view with the report file names (.rpt).
Is Private:
Select this check box to prevent other Web Suite users from viewing your memorized report.
Show Active Items Only:
When checked, it displays only active records on a report. However, you can uncheck it to view all items.
Email:
Click to email a report as an attachment in one of the following formats:
PDF: Attaches the report as a PDF file to the email being sent.
Microsoft Excel: Attaches the report in the Microsoft Excel format to the email being sent.
Microsoft Word: Attaches the report in the Microsoft Word format to the email being sent.
Export:
Click to save and export the selected report in the desired file format. The export options include:
View:
Click the View button to open the selected report in the PDF layout after applying the desired filters. Viewing a report opens it in the PDF viewer by default.
Close:
Click to close the current page and return to the Login page.