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How do I create a new report?

A. Navigate to Reports Page

  1. After you have logged in, go to NSight > Reports in the menu
    aaaHow_Do_I_Create_A_New_Report_1.png

B. Change Settings

  1. To customize the report, first select the Views tool from the panel tools.
    aaaHow_Do_I_Create_A_New_Report_2.png


  2. Edit the Date range selection
    aaaHow_Do_I_Create_A_New_Report_3.png

    • Select an available date range from the drop down.
    • Select a custom date range by specifying a beginning and end date.

  3. Change the Layout options
    aaaHow_Do_I_Create_A_New_Report_4.png

    • Hide blank rows and columns - any rows or columns that are blank will be removed from the report
    • Use original schedule (before swaps) - the numbers will be calculated with the original schedule, meaning any approved, denied, pending swaps, fills and deletes will not be counted in this report
      (Note: This option may not be available to you.)
    • Include fictional tallies - includes any pre-defined fictional tallies
    • Show total count for each personnel - an additional column will be added for the total count for each personnel
    • Show total count for each tally category - an additional row will be added for the total count for each tally category

  4. Change the Personnel Options
    • Select the order you want the personnel displayed from the Sort By drop down.
      • Custom Order displays personnel in the order you choose. To change the order, click and hold the grid to the left of the checkbox next to the personnel to drag and drop the personnel into the order you want them to display on the report.
      • Default Order displays the personnel alphabetically by display names.
      • Display Name displays the personnel alphabetically by display names.
      • Last Name displays the personnel alphabetically by last names.
    • To display only requests for the logged-in user, select the Display logged-in user only radio button.
    • To display all users select the Display selected personnel radio button and then the Select all checkbox.
    • To display a custom list of personnel, select the Display selected personnel radio button and then select the checkboxes next to the personnel you want displayed on the report.
  5. Change the Tally Options
    aaaHow_Do_I_Create_A_New_Report_5.png

    • Select the order you want the assignments displayed from the Sort By drop down.
      • Custom Order displays tallies in the order you choose. To change the order, click and hold the grid to the left of the checkbox next to the assignment to drag and drop tally region into the order you want them to display on the report.
      • Default Order displays the assignments in a default order.
      • Named displays the assignments alphabetically by assignment names.
    • To display all assignments select the Select all checkbox.
    • To display a custom list of assignments, select the checkboxes next to the assignments you want displayed on the report.

C. Display Report

  1. Generate the report by clicking on the Display button.
    aaaHow_Do_I_Create_A_New_Report_6.jpg


  2. The resulted report will be displayed
    aaaHow_Do_I_Create_A_New_Report_7.png

 

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