Generating a Report from Search
In order to execute a search to a report, the report must first be linked to the Base Info tab of the module that is selected as a tab-specific report (see your System Administrator). Only report templates that have a record selection prompt can be used. In other words, a report that requires you to select a record or records before a report is generated.
To Run a Search to a Report:
- Create a new search or open an existing search.
- Click the Run to Report button to begin the search.
- On the popup dialog box, select a report by clicking on it.