How to save a summary drill down report – 8e6 Technologies Enterprise Reporter ER HL/SL User Manual

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How to save a Summary Drill Down Report

1. Click the Save Report button to open the Save Custom Report pop-up box:

Save Custom Report option (Summary report)

2. In the Save Name field, enter a name for the report. This name will display in

the Report Name pull-down menu in the Saved Custom Reports option acces-
sible via the Custom Reports menu.

TIP:

The Copy (Ctrl+C) and Paste (Ctrl+V) functions can be used in the fields in the Save

Custom Report pop-up box.

3. In the Description field, enter the report description. This description will

display in the Report Description field in the Saved Custom Reports option
accessible via the Custom Reports menu.

4. The date scope for the current report view displays in the From Date and To

Date fields. If you wish to change the date scope, make a selection from the
following choices in the Date Scope pull-down menu: “Today”, “Month to Date”,
“Monthly", “Year to Date", “Daily", “Yesterday", “Month to Yesterday", “Year to
Yesterday", “Last Week", “Last Weekend", “Current Week", “Last Month”.

• The From Date and To Date fields become unavailable if one of the following

selections is made: “Today”, “Month to Date”, “Year to Date", “Yesterday",
“Month to Yesterday", “Year to Yesterday", “Last Week", “Last Weekend",
“Current Week", “Last Month”.

• If Monthly is selected, in the From Date and To Date fields, make a selection

for the month (1-12), and year (1998-2009).

• If Daily is selected, in the From Date and To Date fields, make a selection for

the month (1-12), day (1-31), and year (1998-2009).

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