Executive Console

Use the Executive Console allows you to save and archive electronic copies of a report each time it is run.  You can retrieve a report later when you need the information.  How the report copies are organized in storage is flexible and can be determined during the setup.  Below are some of the benefits of the Executive Console.

• View previously run reports quickly and easily

• Information on demand and at your fingertips when you need it

• Audit trail providing details of who called for the report and when

• Electronically stored reports reduces the need for paper and physical storage space

• Reports are backed up, keeping data secure

• If the report printer stops while printing, you still have an electronic copy

Notes:  

• To archive reports, you must activate each individual report.  To activate the archiving feature, you must set Create Rpt option in Function Maintenance to Yes.  Once activated, the reports are automatically archived to the location specified during Function Maintenance.

• When a report is archived in the Executive Console, it only saves the data.  Any special formatting done while viewing the report during Print View is not saved.

Directions:

To see directions for...

• Opening the Executive Console, click More.

   

  1.  Click Utilities from the Menu Bar.

  2.  Click Executive Console.

   

  Executive Console Window Example:

  

   

• Viewing Archived reports, click More.

   

  Executive Console Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Viewing a Report
  	Generally the View Report tab is open.  If not, click View Reports to open the directory of reports available for the module.
  Report	To view a report: 1.  To open the list of reports within a folder, double-click the desired folder.   2.  If there are additional sub folders, double-click to open each one until the list of generated reports displays. 3.  Reports are listed with the run date, time stamp and User ID of the user who called for the report to run.   4.  From the reports list, double-click to select the desired report to view.  The report opens in the Print View window. Report List Example:
  	To open all folders and list all reports in the folders, click Show All Reports.  This may be useful if you want to view several reports.
  	To close all open folders and report lists, click Refresh.
  	To maintain function preferences for the report including activating the archiving feature, click Function Maintenance. Note:  For more information, see Executive Console - Function Maintenance.
  	Note:  This function is reserved for future use.
  	Note:  This Tab is reserved for future use.

   

• Setting Up a report to be archived, click More.