Report History

EDIFICE report history (formerly known as the Executive Console) allows you to go paperless with reporting, by saving and archiving electronic copies of a report each time it is run. When you need the information you can retrieve the report and view it. It can even be reprinted. In addition, there is a report history button on individual reports so that you can quickly see previous snapshots of the report.

Use the date range function to zero in on the reports for the time period you want. You can even pinpoint a specific day. The resulting list of reports displays in a grid, showing the name of the report, the user who ran the report and the date and time it was run. The report list can be sorted, filtered and grouped so that you only see the desired reports/printouts, making it easy to find what you need. There are options on the toolbar and on a right-click menu for displaying the report and for viewing the setting that were chosen when the report was run.

Report History allows you to:

View previously run reports quickly and easily
Have information at your fingertips when you need it
Track audit details of who called for the report and when
Electronically stored reports reduces the need for paper and physical storage space
Keep data secure by having a copy of the report in history
Have an electronic copy if the report printer stops while printing

Notes:

Individual reports are set to automatically archive to the Reports table in the database. (Create Report option in Function Maintenance is set to Yes).
When a report is archived in the Report History, it only saves the data. Any special formatting done while viewing the report during Print View is not saved.

Directions:

To see all history for all reports, click Report History on the EDIFICE Toolbar.

Or, to see history for an individual report go to the report screen and click Report History .

Report History Window Example:

Report History Prompts
Creating a Report List To create a list of reports: 1. Choose the date range and click Search . 2. Reports are listed with the run date, run time and ID of the user who called for the report. 3. The list can be sorted, filtered and grouped as explained below.
Sort	To sort the list, simply click any column heading. To sort in reverse order, click the column heading a second time. For example, you can sort the list by Report Description or Entered Date.
Filters	To limit the reports to those that meet certain criteria, click Filter next to the desired column heading. For example, filter user to limit the reports to a specific user. The available filter choices display. Click to check the desired box or boxes and then, click OK. Any column can be filtered. Note: Advanced filtering options are available by clicking Text Filters.
Viewing/Printing a Report	Double-click a report to display it in the Print View window or click to highlight the report and then click View Report . It can also be printed from the Print View screen.
Viewing Report Settings	If you want to see the settings that were used to run the report originally, from the report list right-click the desired report and select View Report Settings or click Report Settings .
	To view the certain functions related to running and storing the report, click Report Maintenance. Note: For more information, please contact NDS Support at 800-640-7754.
Right-click Menu	The report grid offers right-click options for the highlighted report as well as options for printing and exporting the report list. To run the highlighted report, click Run Report. To view the report settings for the highlighted report, click View Report Settings. Report List Printing & Exporting right-click options: To begin printing the report list, click Print. Or, to view the report list in the Print Preview window, click Print Preview. To create a Microsoft Excel spreadsheet of the report list, click Save as Excel. Tip: This can be handy if you want to further manipulate the list. To create a PDF document of the report list, click Save as PDF. To create a Microsoft Word document of the report list, click Save as Word. Tip: This can be handy if you want to change the heading or print the report on letterhead.