Chapter 5. Generating reports
The Jobflow Manager Report Builder allows you to generate a number of reports on the progress of jobs, tasks and outstanding alarms. You are also able to enter search criteria so that the report includes only selected jobs and tasks.
Generating a jobs/tasks report
The jobs/tasks report displays information on all or a subset of the jobs and tasks that are contained in the Jobflow Manager.
1. On the "Jobflow Manager" window, click Reports to open the “Jobflow Report Builder” window.
Figure 47: The "Jobflow Report Builder" (Job Selection) window
2. Click the Job Selection tab.
3. Complete the fields to set up criteria for selecting the jobs to be included in the report.
4. Click the Job Details tab to specify the job details to be included in the report..
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Chapter 5. Generating reports Jobflow Manager 2015
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Figure 48: The "Jobflow Report Builder" (Job Details) window
5. The Available Fields box lists all the available job details information columns. Move those to be included in the report to the Selected Fields box.
If the
Selected Fields box is left blank, the report will default to the columns in the main
“ Jobflow Manager ” window, as set up under
Columns to Show on the “Jobflow Options” window.
6. Complete the Sorting fields to specify the order in which the jobs are to appear in the report.
7. Under Job Status, select the statuses of the jobs to be included in the report.
8. Click the Task Details tab to specify the task details to be included in the report..
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Jobflow Manager 2015 Saving and loading report profiles
Figure 49: The "Jobflow Report Builder" (Task Details) window
9. The Available Fields box lists all the available task details information columns. Move those to be included in the report to the Selected Fields box.
If the
Selected Fields box is left blank, the report will not include any task information.
10. Complete the
Sorting fields to specify the order in which the tasks are to appear in the report.
11. Under Job Status, select the statuses of the tasks to be included in the report.
12. If you want to tag the clients in the report, click Tag Results and then OK on the “Attention” window.
13. Click Query to generate the report.
Tip: For information on the "Jobflow Report Builder" window, press F1 to display the online help.
Saving and loading report profiles
You can set up a number of standard reports by saving the “Jobflow Report Builder” profiles and then loading them when required.
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Chapter 5. Generating reports Jobflow Manager 2015
Saving report profiles
You can save report profiles that you set up on the “Jobflow Report Builder” for running the same reports later.
1. On the "Jobflow Manager" window, click Reports to open the “Jobflow Report Builder” window.
Figure 50: The "Jobflow Report Builder" (Job Selection) window
2. Complete the Job Selection, Job Details and Task Details fields as required.
3. To save the report profile for later use, click Save. The “Save Jobflow Report Profile” window will open.
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Figure 51: The “Save Jobflow Report Profile" window
4. In the top field, type a name for the profile to be saved under.
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Jobflow Manager 2015 Saving and loading report profiles
5. Click Save to save the profile and return to the “Jobflow Report Builder” window.
Loading report profiles
You can load report profiles that you have previously saved into the “Jobflow Report Builder” window.
1. On the "Jobflow Manager" window, click Reports to open the “Jobflow Report Builder” window.
Figure 52: The "Jobflow Report Builder" (Job Selection) window
2. To load a report profile that you have previously saved, click Load. The “Load Jobflow
Report Profile” window will open.
Figure 53: The “Load Jobflow Report Profile" window
3. Highlight the profile you want to use and click Ok to return to the “Jobflow Report Builder” window.
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Chapter 5. Generating reports Jobflow Manager 2015
Sharing report profiles
Report profiles that you save are available only to you, the logged in user. However, you can copy you r saved profiles to other users.
1. On the "Jobflow Manager" window, click Reports to open the “Jobflow Report Builder” window.
Figure 54: The "Jobflow Report Builder" (Job Selection) window
2. Click Load or Save to open the “Load Jobflow Report Profile” or “Save Jobflow Report
Profile” window.
3. Highlight the report profile to share with another user, and click
Copy.
4. In the “Copy Job Report Profile” window User field, select the user to whom the profile is to be copied.
5. Click Ok.
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