One of the key benefits to the Report Builder suit is the ability to store reports online in AFS Global. This means that anyone can potentially have access and from anywhere, without the need for complicated software.
This page will walk you though this web interface and covers:
In AFS Global there is now a new Reports option in the top menu bar (if you cannot see this option it will need to be added to your access rights). This is the common home for reports which have been created in Report Builder and which you may wish all staff to have easy access to.
The page is split into two section. At the top you will see a Canned Reports section which contains many general network reports which partners can use directly or take and alter to fulfil local needs. Below this is a section for partner specific reports and here partners can share individual reports which they want all staff (and potentially volunteers) to have easy access to.
Running reports through the web
To run reports through this web interface, in the opening page double click on a report that you wish to open. You will then be taken into the report viewing screen, although you may also be asked for a username and password. If this happens use the following details:
Username: IOC code
Password: Your partner ODBC password (Crystal Reports password)
Once this page has opened your report will automatically run unless it contains open filters which require definition.
From here you can:
Editing the folder structure
Within this web interface is a folder structure which can be manipulated and this allows you to organise your reports in the web interface.
To create/edit this folder structure, when viewing a report click on your IOC Code in the top menu (see below). This will take you to your own partner folder where reports which are published will be stored.
Using the options in the menu at the top of the page you can now:
How to edit canned Reports