Report – Configuration

STEPS – CREATING CONFIG FOR NEW REPORT

User should follow below steps to setup report configuration in Haz360 worksheet(s).

  • Go to print configuration using the icon(with printer & Spanner) in worksheet configuration screen.
  • Screen like below will be displayed with configuration options.

Note: Below example shows the Action closeout report configuration.

Step 1: Select on which perspective the report is going to be & Name the configuration.

Step 2: Provide the Title for this report if needed.

Step 3: Select the Worksheet data to be displayed (static) on top of the report if needed.

Step 4: Select the Worksheet data to be displayed (static) on bottom of the report if needed.

Step 5: Click Spanner icon to change the Print Name, Filter option, Display order & visibility of your data if needed.

Step 6: Click List with Spanner icon to change the Column/Row format of the data if needed.

SAMPLE REPORT

STEPS – FOR SETTING UP MENU

Step 1: Select “Menu” from Haz360 Menus. Below page will be shown.

Step 2: Click the “Report” option on the RHS.

Step 3: Click the “Insert” from listed option.

Step 4: Choose “Report” from the listed sub options.

 Step 5: Below screen options will be available on the LHS. Give name for the Report.

Step 6: Select the worksheet for which you set-up the report configuration.

Step 7: Select the name you gave for the report configuration.

Step 8: Make sure the Template option is “auto-generated”.

Step 9: Give access rights for this menu.

Step 10: Save the Menu.

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