|
||
New reports may be added to the Astra Schedule system at any time to restore or replace standard reports or add to your report library using reports you have created or that have been provided by Ad Astra or another institution. The process of uploading a new report saves the report in a central location, makes the application aware of the report, and adds it to the report list for use.
To add a new report, perform the following:
1.Click on the Reporting tab.
2.Click on the Reports option.
3.Click Add a Report. The Report Details form will appear.
4.Enter a name for the report you wish to add.
5.Enter a description for the report that will help identify its purpose.
6.Select a Report Group to which the report belongs from the drop-down list.
7.Click Select File.
8.Browse to and select your file and click Open. Your report path will appear in the Report File field.
9.You may change the Report Visibility option if Normal is not desired.
NOTE: Normal reports are visible to all users that have access to view reports. Featured reports are flagged for filtering purposes and may be highlighted in certain areas of the application (i.e. the homepage). Private reports are available only to those users that have access to view private reports.
10.Click Save to return to the Report List. Your report will now appear on the list.