Accessing Saved Reports in OASIS

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Many reports created in OASIS can be saved and accessed from the Reports page. This provides users with the ability to quickly run the report without having to rebuild it. A saved report can also be shared with other users in OASIS. This article will explain how to access a saved report and share it with others.

1. Navigate to the Reports page.

2. Saved reports will appear in the listing. Double-click a report to open it.

3. The Report Options window will appear.

The Action Tab

Use this tab to print the report or open the report builder.

  • Output to- select an output for printing the report
    • Local Printer- print the report using a printer on your local network
    • Print Preview- view a PDF copy of the report
    • PDF File- save a PDF copy of the report 
    • Microsoft Excel-save an Excel copy of the report 
    • Send Message- email a PDF copy of the report
    • Send Message (Excel)- email an Excel copy of the report
  • Print- print the report to the selected output
  • Edit- open the report builder to make changes

ActionTab.PNG

The Access Tab

Use this tab to modify user access to the saved report.

  • Acc- grant the user access by checking the checkbox
  • Can Print- allow the user to print the report
  • Can Edit- allow the user to edit the report
  • Home Page- allow the user to access the report from the Home page of OASIS using the Reports menu

access_tab.PNG

The Attachments Tab

Use this tab to attach electronic files to the report. Learn more about navigating the Attachments tab in OASIS.

AttachmentsTab.PNG

 

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