Launch Entity Reports

Introduction

The Confirm Web - Reporting screen has been integrated with the various entity screens such as Jobs, Enquries and Defects.

When a report is linked to an Entity then that page will display a "Reports" button.

Launching a Report

When the report button is clicked, any Reports linked to that entity will be displayed in a list:

This image displays the reports button that can be used to launch a report from an entity screen.

Clicking on one of the reports will open that report in a new window.

If the report is linked to filter criteria then these will be defaulted to the values from the Entity where possible.

For example, launching the "Entity History" report will cause the entity key filter to be automatically populated with the entity key from the screen where the report was selected.

This image displays an example of a launched report with the filters pre-populated.