Viewing Management Reports

Complete the following steps to view and/or print Management reports:

1. Click the document link on your desktop.  If your username is set up to access more than one company database, the system will prompt you to select the appropriate database. 
   
   
   
   Select the database from the dropdown menu.  You may only select a database to which you have been granted access.   If you do not have access to the selected database, you will be given an access privilege error message.
   
   Click the Cancel button to return to the Login screen, or click the Select button to continue. 

2. The system displays the Report Criteria screen.  This screen allows you to define selection criteria as well as how to view and/or print the selected report.  Review the following sample Report Criteria screen:
   
   
   
   Note:  The above illustration depicts the Report Criteria screen for the Operator Overrides report.  This illustration is for example only.  The Report Criteria screen will vary depending upon which report you select.
   
   Notice that in Figure 2, the following selection criteria fields are available:

·        Beginning Date

·        Ending Date

·        Vendor

These fields are used to limit the information included on the report.  For example, by entering a specific vendor in the Vendor field, you can print an Operator Overrides report with information pertaining to only that one vendor.  Note:  The report criteria will vary, depending upon the selected report.

3.  The Windows report feature enables you to select how to view and/or print report information:
   
   
   
   Specify whether to view or print the report by selecting one of the following options:

·        View Report Directly

·        Condense Print

·        Print Directly to LPN

·        Display/Print Selection Page

View Report Directly Check Box

Select the View Report Directly check box to open the report on the PC’s desktop with your web browser.

Condense Print Check Box

Select the Condense Print check box to condense the report so that it fits completely within the browser window.  This allows you to view all of the information on the screen without having to use scrollbars.  Condensed print is also used for ensuring that the report prints correctly on paper. Review the following sample report as displayed in Condense Print format:

Note:  The above illustration depicts the condensed print format for the Lottery Sales summary report. 

Print Directly to LPN Check Box

The Print Directly to LPN check box enables you to specify to which network printer the report will print.  Select a printer from the dropdown menu list.  When you generate the report, the system will automatically send it to the printer you specify.

Display/Print Selection Page Check Box

The Display/Print Selection Page check box allows you to display or print the selection criteria you entered with the report. The selection criteria page will appear as the first page of the report.

4. When you have entered all necessary information on the Report Criteria screen, click the Submit button to view and/or print the report.  Review the following sample report:
   
   
   
   Note:  The above illustration depicts the GL Period Comparison Detail report.  Notice the  button at the top of the above report.
   
   Profit center reports may be viewed in either Summary or Detail format (if Detail reports are available).  For parent profit center reports, the system defaults to the Summary view and will print and/or allow you to view summary report information.
   
   Click the  button to view parent profit center Detail reports. 

Profit Center Hyperlinks

Notice that the sample report contains a hyperlink (denoted by the blue, underlined text).  You can click on the hyperlink to "drill down" into the report to see a closer view of the data.

Your ability to view drill down reports is dependent upon two factors:

1.  The structure of the path. Consolidation paths are used to create a Parent-Child relationship between profit centers and establish the drill down structure for reporting. The management of your company will define the path to use for drill down reporting in your organization.

2.  The assigned profit center for the username. When user accounts are created, each user is assigned to a profit center. User's can drill down to only those profit centers that are located lower in the path than their profit center and cannot view those profit centers that exist higher in the path than their profit center.