How Do I Include Reporting Period in a Saved Report?

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Overview: If you have already saved your current production month, this How to describes how to use that in a saved report.

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Example: You want to run the same report or group of reports each month. Save the report criteria including the Reporting Period so that you only need to change the date once for all the saved reports.

1. Set the Reporting Period Defined Criteria to 2009-09. Go to the Well Production Report and set up the Report Criteria. Select the information that you want in the report, including the production month criteria. Name the Report Criteria so that you will recognize it in future months.

Make sure you include your Reporting Period Criteria (called Current Month in the following example).

2. To run the report using the new Report Criteria, go to your Home > Report Criteria. Find the report. Select the name of the report.

Select the appropriate action.

3. If you schedule the report, the output will be in the Report Archives'. To find the report output, go to your Home. Expand Report Archives. If the report is not complete, it will not be listed in the Archive. Find the report to be viewed. Sorting by Completed On date can help. Select the report name. If one of the options is View Output, select View Output.

Select View Items (if it is an available option).

The report will be available for viewing at the bottom of the Archive screen, under Report Archive Item Name. Select the report name to View Output.