Workflow for Reports Management

The following figure illustrates a sample scenario for running, changing, and managing reports.

Reports

Run Report

View Dynamic Reports

Modify Report

Configure Parameters

Save changes to
Create a New Dynamic Report Definition

View Static Report

Completed Reports

Browser window

Run New Dynamic Report

Reports

Dynamic

Static

Sample Scenario for Running Dynamic Reports

1. In the Reports module, run a dynamic report.
   
   
2. In the browser window, view the dynamic report.
   
   
3. In the browser window, modify the dynamic report.
   
   
4. In the browser window, save the modified dynamic report as a new report definition.
   
   
5. In the Reports module, run the new dynamic report.

Sample Scenario for Running Static Reports

1. In the Reports module, run a static report.
   
   
2. Configure the parameters of the report.
   
   
3. In the Completed Reports module, open the static report and view it in a browser window.
   
   
4. In the Reports module, export a static report as a list.
   
   
5. Configure the parameters of the report.
   
   
6. Configure the list.
   
   
7. In the List Manager module, open the new list.
   

   Reports

   Exporting a Static Report

   Configure parameters

   Configure list

   View new list

   List manager
   
   
   

Sample Scenario for Exporting Static Reports

1. In the Reports module, export a static report as a list.
   
   
2. Configure the parameters of the report.
   
   
3. Configure the list.
   
   
4. The new list is available in the List Manager module.