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Access Reports

  • How To
  • Step By Step
  • Process

Access Reports

report

Reports Menu Option

To access reports from the menu:

n1

Move your mouse pointer over any functional area tab to open the menu.
Note: Only users with specific permissions can view Report Writer or Host reports. If you need access to reports, please contact your system administrator for assistance. 

n2

To open Report Writer to view custom defined reports, click the Report Writer link.
Note: The Report Writer page appears. Click here for more information. 

n3

To open the Host Reports page, click the Host Reports link.
Note: The Host Reports page appears. Click here for more information.
Note: The reports that display when you first access the Host Reports page vary based on the menu tab or summary page where you clicked the Host Reports link or button.

Reports Button

View reports

To access reports from pages with a Reports button:

n1

Click the Reports button.
Note: Only users with specific permissions can view Report Writer or Host reports. If you need access to reports, please contact your system administrator for assistance. 

n2

To open the Host Reports page, select the Host Reports menu option.
Note: The Host Reports page appears. Click here for more information.

n3

To open Report Writer to view custom defined reports, select the Report Writer menu option.
Note: The Report Writer page appears. Click here for more information. 

Access Reports

  • How To
  • Step By Step
  • Process

Sales menu

Access Reports

To access reports:

  1. Move your mouse pointer over any functional area tab to open the menu.
    - Or -
    Click the Reports button on any summary page.
    Note: Only users with specific permissions can view Report Writer or Host reports. If you need access to reports, contact your system administrator for assistance. To determine your system administrator(s), view the Business Hierarchy section of your DBS profile. Click here for more information.
  2. To open Report Writer to view custom-defined reports, click the Report Writer link.
    Note: The Report Writer page appears. Click here for more information. 
  3. To open the Host Reports page, click the Host Reports link.
    Note: The Host Reports page appears. Click here for more information.

  • Add a Host Report to the Favorites List
  • Filter and Search for a Host Report
  • Host Reports Page Overview
  • Print a Host Report
  • Print Overnight Host Reports
  • Remove a Host Report from the Favorites List
  • View a Host Report

Tip

The reports which by display when you first access the Host Reports page vary based on the menu tab or summary page where you clicked the Host Reports link or button.

Access Reports

report

Reports Menu Option

To access reports from the menu:

n1

Move your mouse pointer over any functional area tab to open the menu.
Note: Only users with specific permissions can view Report Writer or Host reports. If you need access to reports, please contact your system administrator for assistance. 

n2

To open Report Writer to view custom defined reports, click the Report Writer link.
Note: The Report Writer page appears. Click here for more information. 

n3

To open the Host Reports page, click the Host Reports link.
Note: The Host Reports page appears. Click here for more information.
Note: The reports that display when you first access the Host Reports page vary based on the menu tab or summary page where you clicked the Host Reports link or button.

Reports Button

View reports

To access reports from pages with a Reports button:

n1

Click the Reports button.
Note: Only users with specific permissions can view Report Writer or Host reports. If you need access to reports, please contact your system administrator for assistance. 

n2

To open the Host Reports page, select the Host Reports menu option.
Note: The Host Reports page appears. Click here for more information.

n3

To open Report Writer to view custom defined reports, select the Report Writer menu option.
Note: The Report Writer page appears. Click here for more information. 

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Process

Process

  • Host Reports Workflow
  • Generate a Report in Report Writer Workflow