Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

HART reports are located in Public Folders. The folders and reports you are able to view and run are dependent upon your access rights. Within HART there are Pre-Defined Reports which pull specific information from different data sources to create a single report. Each report has built-in flexibility to allow you to select the criteria you want to use to access your report. The criterion you may select is dependent upon the report. Make these selections using the Prompts Panel. The Prompts Panel is divided into two main sections. The upper section displays a Prompts List. This list contains the prompts that are used in accessing the selected report. One or more prompts may be listed.

The Value List is located at the lower section of the Prompts Panel. This list contains the select-able values for the available prompts in the Prompts List. All Prompts must be completed before a Query can be run.

The following topics are covered:

Table of Contents

Anchor
top
top
Accessing the Public Folders

  1. Select Document List on tab on the left side of HART's home page at the top or middle of screen. 
    Image Removed. See Figure 1.
    Image Added
    Figure 1: HART home page. Click image to enlarge.

    The document List Documents page will open. See figure Figure 2 below.
    Image RemovedImage Added
    Figure 2: Document List Documents pageClick image to enlarge.

  2. Click Folders to display the folder view.
  3. Click + next to the desired folder to expand and view sub-folders. See figure 2 above.
  4. Click on the folder name to view the reports contained in the folder.
  5. The Report list will open. See figure 3 below.Image Removed
    Figure 3: Document List, Reports. Click image to enlarge.

Back to top

Running Pre-Defined Reports

...

 From the Documents page;

  1. Select the folder that contains the appropriate Pre- Defined Report. See figure 2 above.
  2. Reports will display in the workspace panel on the right. See figure 3 above.
  3. Double-click on the report name.
    1. The selected report will automatically retrieve data.
    2. The selected report will display a prompts pop-up. See figure 4 Figure 3 below.

    Image RemovedImage Added
    Figure 4: Prompt Panel3: Prompts pop-up box. Click image to enlarge.

    Note
    titleNOTE
    To search for a value type in your search criteria in the search text box and click the binoculars to execute the search.

     

  4. Click the prompt you wish to modify from the Prompts ListSummary.
  5. The values for the prompt will display in the Values List. If no values are displayed, click on the prompt to refresh the Values list.
  6. Select your desired value by;
    • Double-click on the desired value
     
    • .
    Or
    • Click the desired value to select
    .
    Click
    • and click the right arrow to add as a prompt. 
  7. Repeat steps 1 & 2 4 - 6 for each prompt on the Prompts ListSummary.
  8. Click Run Query.
    The Query will display in a new Internet browser window.

Back to top