Reporting category — Reports page

On this tab you can:

• Review and update the specifications intended to be satisfied by reports. Click the name of a specification to open it in the edit form, where you can update its details.
• Create a new specification, by clicking the Add Specification link. The edit form opens, and you can fill in the specification's information and requirements. See Edit Specification window for details on completing the form.
• Copy an existing specification, so that you can make a new specification based on an existing one. To copy an existing specification, in the right hand column of that specification's row, click Actions > Copy. The edit form opens, so that you can update the information for the copy and save it. See Edit Specification window for details on completing the form when copying a specification.
• Associate a report implementation with a specification, by clicking the name of the specification and using the Implementations tab in the edit form to select the report.
• Delete a specification, by clicking Actions > Delete in the right hand column of that specification's row. The specification is deleted from the system.
• Document a specification, by clicking Actions > Document in the right hand column of that specification's row. The system generates a Microsoft Word document with the information from the specification, opens Microsoft Word on your local system, and loads the generated document. In the Microsoft Word window, you can save a copy of the generated document to your local system, or print it. Note: Before clicking Document, close any other Word sessions that you might have opened from PRPC. The system can open only one Microsoft Word session for editing at the same time.

On this tab you can review and update the current application's reports. The list includes reports implemented by Report Definition, list view, and summary view rules. The rightmost column indicates what specification, if any, is associated with each report.

To edit an existing report, click its name. The appropriate rule form opens, and you can update the data it works with, its layout, and other report details.

To add a report, click the Add Report link and select the type of report to add. For information on completing the rule form for the report, follow the appropriate link:

• About Report Definitions
• About List View rules
• About Summary View rules

Report definitions are easier to create and maintain than the older rule types.

Save the report into the application's unlocked RuleSet version, not into your custom RuleSet version, to have it appear in the list on this page. After you have saved the report, you may need to refresh the display to have the report appear.

Associate a report to a specification in the Specifications tab, by clicking the name of the specification and using the appropriate field in the edit form to select the report.

You can add an implementation on this tab, but you cannot delete one here. To delete an implementation, open its rule form by selecting its name in the list. Then use the delete action in the rule form to delete it.