Running Online Reports
Use the Run tab when you have a specific need for a specific report right now.
For example, if a staff member calls you to ask about a charge on their individual bill, you can run their report so you can look at the charge in question.
The following assumes you have already logged into the online reports portal. If not, please follow the instructions on the main Monthly Reports help page.
In the Reporting tab, select the report you would like to work with by clicking on its title.
When you click on the title of a published report, the screen will split (top and bottom), and you'll see a new set of tabs: Run, Capture, and Report Options. Click on the Run tab in the bottom half of the screen.
Set the parameters for the report you need.
Report Title: This is pre-populated with the name of the published report. It cannot be changed.
Select the Output Format: The only choice here is Adobe PDF, except for the Export format, whose only choice is Excel.
E-mail Notification: You can choose to have a message sent to you when the output for this report is ready for you. Most reports will run very quickly, but if you are requesting a large report, you may want to use this feature.
Duplex printing:
- If you plan to print the output AND you will use a printer that prints on both sides of the paper, select Yes. This will make all your reports come out to an even number of pages.
- If you don't plan to print, or if you only print on one side of the paper, select No.
Report for which month: You can either specify a particular month or use the default value – Current Bill.
Selecting Accounts: The next four fields give you a five different ways to select the scope of the report you are requesting.
- To limit the output to a single account number, enter the account number in the single account number field and leave the other three fields blank.
- To create output for more than one account, use the multiple account pick-list and leave the other fields blank. To select more than one account, hold down the Control key on your keyboard (Macintosh users: the Command key), then click each account.
- To create output for an entire department, enter a Department Code and leave the other fields blank. The resulting output will show data for all accounts in that department that you are authorized to see.
- To create output for an entire Organizational Code, select an Org. Code from the pick-list. The resulting output will show data for all accounts in that Org. Code. that you are authorized to see.
- Finally, to create output for every account you are authorized to see (regardless of Department or Org. Code), you leave ALL four entry areas blank.
Use only one of these four fields at a time. If you use more than one, your output will have the narrowest interpretation of what you entered. For example, if you specify a single account and a department, your output will be for the single department.
Click the Run button. Your report will open when the output is ready. The output can also be found on the Report Outputs tab. Complex reports will not be ready immediately, but you do not need to keep your browser open while waiting (the actual computing work is done elsewhere, not on your computer).