Report Selection Criteria Elements

 

Report Output Options

When you run the report, you have three options for how you wish to receive the report’s information; Preview, Excel, or PDF.  By default, Preview is selected.  If you select either Excel or PDF, you will be prompted to either open or save the report output.  If you select Preview, a pop up window will open and display the report output.  From the Preview window, you may also export to Excel or PDF.  It is recommended that you run all reports in Preview, so that you can verify the right information is captured before exporting it to Excel or PDF.

 

 

If you generate a report in Preview, you can download the report to either Excel or PDF by selecting the export from the pick list, and then clicking “Export.”  You can also print the report preformatted from Preview by clicking on the printer icon.

 

 

Date Selection Criteria

 

If the report is driven by certain date ranges, you will see the date search functionality.  A description of what the date range refers to is listed to the left of the date search fields:

 

 

You may manually enter the dates in the input boxes in this format:

 

XX/XX/XXXX

 

Or, you may select the desired date from the pop up calendar.  To activate the pop up calendar, click on the  icon.

 

Utilize the arrows on the calendar to move forward and backward in time.  The single arrows move either forward of backward one month.  The double arrows move either forward or backward by year.

 

Once you have located the date.  Click on the number and the window will close and populate the date field.

 

For reports with Institution/Department/Unit Selection criteria, start first by selecting the appropriate institution. 

 

 

The page will refresh, and all departments associated with that institution will be listed (if you leave ALL selected, Department and Unit will be left blank). 

 

 


Highlight the desired department (if desired) or select ALL for all departments.  If you select a department that contains one or more Units, then the Unit box will be populated.

 

 

PI/Sponsor Selection Criteria

 

For PI and Sponsor selection criteria, a search functionality was chosen, given the high numbers of data that exist. 

 

PI Search

 

Begin by first selecting the appropriate institution from the institution pick list.  Next, enter the LAST NAME of the PI in the search criteria and click search.  A list of all PI’s whose last name matches the search criteria will be returned.  Click once to highlight the desired PI’s name.

 

 

Sponsor Search

 

Begin by typing in all or some of the sponsor name, and then click the search button.  A list of all matching sponsor names will be returned.  Highlight the desired sponsor name.

 

 

 

Multi-select List Boxes

 

A variety of search criteria are located within multi-selectable search boxes.  Criteria found in these boxes can either be selected individually, or you may select more than one by holding down the Ctrl key while clicking on the desired fields.

 

 

Group By

 

Selecting how you want the data in the report to be displayed can be controlled using the “Group By” selection criteria. 

 

 

Generating a Report

 

Once you have selected your search criteria, and you are ready to run the report, simply click on the “Go” button, located at the top right of the search criteria.

 

Note:  All pop up blockers must be disabled before running a report.  Reports are generated in a pop-up style window.  If you have a pop up blocker installed, it will prevent the report from running.