IMOS On-Prem - Running a Report

View IMOS Documentation in the Help Center.

To run a report:

1. Do one of the following:
   • In the Report List, find the report and click Run in its Action column.
   • In the Report Editor, click .
2. You might need to enter additional information.
   • If requested, enter any selection criteria and click .
   • If the report has any custom (ask the user) filter values, enter the values (or leave them blank to include all data) and click .
   • If the report definition uses the <current user> value for any of the filters, it will use the username of the user who is running the report. For example, if in the Report Editor, the following filter is specified:
     Ops Coordinator - is - <current user>
     then, when running the report, IMOS will replace <current user> with the name of the currently logged on user and will apply that filter as if the following had been specified:
     Ops Coordinator is (current user name)

The report appears in the Reporting Center. You can use buttons on the toolbar to navigate and search the report, and to print it, export it to Excel or PDF, or email it.

For IMOS reports (non dataset-enabled, but HTML, such as invoices and in-program reports) the report can be emailed as either a PDF attachment or as HTML in the body of the email.

Reports created using the datasets can be run automatically as scheduled tasks. For more information, see the IMOS Messaging Service Manual.