My Reports

Related Topics

You can associate frequently-used reports with your user ID and access those reports from the menu bar. Click View, then click My Reports to display the My Reports dialog box.

My Reports

How do I? and Field Help

You can view the report list starting with a specific report number, by subject or for a date range.

In the Number field, enter the report number to begin the list with.

Click the Subject down arrow to select the report subject.

To view the reports for a specific date range, Click the From down arrow to select the starting date from the pop-up calendar or enter the date in MM/DD/YYYY format. The default date in the From field is the previous month-end date. Click the To down arrow to select the ending date from the pop-up calendar or enter the date in MM/DD/YYYY format. System default is the current date.

Click Search to display the report list. Click Reset to clear the selection criteria.

The My Reports grid displays the following

Column Heading Description

Number

Click the report number to access the report in Nautilus Essentials.

Description

The name of the report.

Subject

The subject that the report is categorized in.

Documentation

Click the PDF icon to view the report documentation.

Click Cancel to close the dialog box.

If Nautilus Essentials is unavailable, a message will appear.

You can associate multiple reports to a single user ID from the Users – List window. You can associate multiple user IDs to a single report from the Report Assignment window.