Generate report data in EQuIS Professional with the following steps.
1.Connect to the facility or facility group of interest.
2.From the Open section of the Professional Home ribbon, select Reports 
. This launches the Open window.
3.In the Open window, select the desired report(s) and click Open, or double-click on the report. The report may be in a subfolder in the Open window.
4.Optionally, choose report parameters in any of the following ways:
•directly in the report interface
•with a user report
•with a report parameter file
5.Click Go 
. Reports will load in either an EQuIS Professional tab (grid report) or output to another program (non-grid report). For more information on report types and definitions, see Reports.
From the report toolbar, export grid reports with one of the following buttons:
•Send to Microsoft Excel 
•Export 
for other export options
By default, exported files save to the Working Folder for the facility.
Next Steps
Here are other actions a user can take after running a report, along with associated buttons.
Back |
Change Report View |
Create Output |
|---|---|---|
Export to Excel |
||
Pin Columns to Start of Dataset |
||
, 
, or 
