<< Click to Display Table of Contents >> Navigation:  Professional > Reports > Running Reports > Run a Report – Quickstart Guide

•Next Steps

 

Generate report data in EQuIS Professional with the following steps.

1.Connect to the facility or facility group of interest.

2.From the Home tab of the ribbon, select Reports . This launches the Open window.

3.In the Open window that appears, select the desired report 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:

odirectly in the report interface

owith a user report

owith 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:

a.Send to Microsoft Excel

b.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.