Run a Report – Quickstart Guide

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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 Reports-16. 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 Arrow right-16. 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 Excel Export-16

b.Export Export-16 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 Arrow left-16

Change Report View

Create Output

Choose Different Report Parameters

Apply Filters Filter-Standard-16

Export to Excel Excel Export-16 or Other Formats Export-16

Save a User Report Save-16 Save As(16)

Pin Columns to Start of Dataset Pin-16

Create a Crosstab Report Crosstab-16

Save a Report Parameter File Save-16

Group By Column

Create an RDL Report RDL-16

Append a Report Go Append-Add(16)

Remove and Reorder Columns Column Chooser-16

Create Charts: Trend Graph-XYZ-16, XY Graph-XY-16, or XYZ Graph-XYZ-16

Remap Values Find-16

Add Custom Date Columns to Report