You can generate reports on job data for a specific period, such as jobs that have been added, updated, edited, or finalized within a month.
To generate a change report
1. Click Change Report in the Quick Links section.
This displays the Change Reports tab.
This screen contains the following elements:
- Toolbar – Contains the Add button to create a new profile
- Profiles Grid – Contains the profiles to generate various types of reports
- Action Buttons – Contains the buttons (Add, Edit, Delete) to perform various actions on profiles
- Report Options – Contains the various options to generate reports
- Run Import Section – Contains the Run Import button to execute the import process and displays the selected job count
3. Select the profile in the list.
4. Select the following in the Report Options section:
- All Jobs – To import all jobs
- Selected Jobs – To import the selected jobs
a. Click More as shown in the following figure:
This displays the Select Multiple Jobs screen:
b. Select the required jobs and click Select and Close.
This displays the count of the selected jobs.
5. Select the date criteria in the Date Type list.
6. Select the start date in the From list and end date in the To list.
7. Click Run Report.
This displays the results in the Change Report screen:
8. Select the job to view the changed details as shown:
9. Click Export Grid to export the results.
This displays the following dialog box:
10. Click Download File(s).
This downloads and saves the file.
11. Double-click the file to view it.
12. Click x to close the file.
Comments
0 comments
Please sign in to leave a comment.