Page Description - Agreements Summary

The following table describes each element or 'item' on the page, top-to-bottom, left-to-right.

page item

description

Administration code

This field shows the current administration code.

Date

The target date for which you wish generate a summary, in the format YYYY-MM-DD. A calendar is provided for convenience, as are label-buttons for yesterday and today.

Format

This list box allows you to select the summary's output format. Choose from: Excel spreadsheet, Web Page, PDF, Comma separated text, or Tab separated text.

Output

This area allows you to specify how the summary will be dealt with. You can choose to view it on your Page, email it, or schedule it to be generated on a regular basis.

This button generates the summary according to the specifications you gave in the area above.

This button clears your current settings and resets the form to the default settings.

This button returns you to the Reporting Page.

Manage the Report Schedules

This area allows you to load, create, change and delete schedules.

Reference

The reference you gave when you created the schedule.

Schedule Description

A description of the schedule, as selected from the schedule list box.

This button loads the saved schedule so that it populates the fields in the page. You can then choose to immediately view a generated report based upon it, or to save the summary in one of the available formats.

This button deletes the schedule.