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Viewing Scheduled Reports

The Scheduled Reports browse screen lists all the reports that you have created and scheduled for delivery to users, company contacts, and external participants of the Novatus system.

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A

Navigation Toolbar

Click on Reports to display a menu, and then select Scheduled Reports to display the Scheduled Reports browse screen.

Note: If Reports is not in your Navigation Toolbar, you do not have any Reporting permissions.

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B

Scheduled Reports section

Locate the basic and advanced reports scheduled for distribution in the Scheduled Reports section of the screen.

C

Scheduled Analytics Reports section

Locate the Analytics reports scheduled for distribution in the Scheduled Analytics Reports section of the screen.
D Scheduled report records View the information for the basic and advanced reports scheduled for distribution, including the name of the report, the frequency, the scheduled start and end dates, and the format of the report. To view more information on a scheduled report, or to edit the report, click on its report record.

E

Sort option

If you want to sort the scheduled reports by name, date, or other criteria, click on any column heading to change the sort order of the data in that column.

F

Column Display option

If you want to filter the information that displays for scheduled reports in the browse screen, click on the arrow icon to the right of any column to display the Sort/Column menu, and select Columns to display a list of available fields. Select the fields you want displayed in the browse screen by clicking in the check box to the left of the field.

G

Reorder and Resize Columns

  • To resize a column, mouse over the right or left border of the header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • To move a column to a different location in the browse screen, click on the column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move.

H

New Scheduled Report button

Click to schedule a report for distribution.

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