Reports User

Guide

AES University Manual

Adaptive Enterprise Solutions

THIS USER GUIDE IS FOR INFORMATIONAL PURPOSES ONLY, AND MAY CONTAIN TYPOGRAPHICAL ERRORS AND TECHNICAL INACCURACIES. THE CONTENT IS PROVIDED AS IS, WITHOUT EXPRESS OR IMPLIED WARRANTIES OF ANY KIND.

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Management Reports

Management reports are reports that are standard to most AES applications. The Client Demographic report is one example of a Management report; it gives a snapshot of all Clients in the system broken down by race, gender, income type, etc. See your System Administrator or Agency Administrator for a list of reports available to you.

Create new Management Report

# / Steps / Notes
1 / Click REPORTS located at the bottom of your Navigation Pane / Make sure you are using the correct Application.
The Reports Pane will open in the middle section of your page and display available Management Reports.
2 / Select the Report to run
·  Select Category to filter Report List / Only that Category of Reports will be displayed.
·  To search for a specific Report, enter all or part of the Name in Search field and click SEARCH / Matching Reports will be displayed in Report grid.
·  To open Report in popup window, check POPUP box / Report will open in popup window instead of in the middle pane. You many have multiple report popup windows open at a time.
·  Click Report Name / Parameters window will be displayed in a new tab or popup window titled Preview Report.
3 / Select Parameters for Report / Each report has its own unique set of parameters.
4 / Click SET PARAMETERS / All parameters must be selected.
% is a wild card and means select all.
Report will run and display in the same pane or popup window.
See Working with Preview Report tab.
See Working with Preview Reports tab for more information about printing and viewing your report

Create your unique Favorite Reports List

# / Steps / Notes
1 / On Inventory page, check Favorites box next to Report to be added to Favorites
2 / Repeat for any additional Reports
3 / Click SAVE FAVORITES / Next time you select the Favorites Category, these reports will be displayed.