Running Reports
The Reports window is accessed through the Tools page of the ribbon bar. You can run any of the built-in reports that Aspect offers, or build your own custom reports that consist of any number of the built-in reports and in any order. Follow these steps to run reports in Aspect:
To run a report:
- Open the Reports window from the Tools page of the ribbon bar.
- Choose the report you want to run from the list of reports.
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Some of the built-in reports require configuration in order to run. Be sure this data is present before running the report. |
- Click the Run Report button at the bottom of the window.
To mark a report as a favorite:
Click on the star next to the report you want to mark as a favorite on the left side of the report list. Yellow stars mark a report as a favorite, and black ones are not. Click the star again to change the report back to a non-favorite.
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You can filter the report list to only show favorites by clicking the Show Favorites Only box in the upper-right portion of the reports window. |
To only show custom reports in the list:
Click on the Show Custom Reports Only box in the upper-right portion of the reports window. When checked, only custom reports that you have created will show up in the list.
Exporting a report:
After running a report, you must export it to a format that your customers can view. We highly recommend using PDFs, because not only are they a ubiquitous file format, but also because PDFs allow you to retain Aspect's links between report elements such as the ability to click the link to take you to a problem's detail from the problem list.
To export a report:
- Click on the "Export" option in the ribbon bar after running a report (in the report preview window, not in Aspect's ribbon bar).
- Choose one of the file types you want to export to.
- Depending on the file type, the dialog boxes will vary, but generally it's sufficient to just tell Aspect where you want to export the report to.