Difference between revisions of "Reports"
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==REPORTS== | ==REPORTS== | ||
| + | AIMS reports have been designed to be robust in data presentation. | ||
| + | Reports are generated by a click on the report link. The reports are created and stored in the system as enquiry files, which are executed each time the link is clicked which in turn query the latest information from the system. | ||
| − | === | + | ===Reports Link=== |
| − | + | The screen below displays Aims reports links and the steps to running a report in the system. | |
| − | [[File: | + | |
| + | [[File:Reportslink.png|600px|thumb|center|Reports Link ]] | ||
| + | |||
| + | Use the steps below to open a report in Aims: | ||
| + | * 1. Access '''Reports''' link from the side menu | ||
| + | * 2. Select a reports category, either '''General Business''' or '''Financials''' | ||
| + | * 3. Select a reports business category | ||
| + | * 4. Select a reports frequency | ||
| + | * 5. Click a report link to open the report | ||
| + | |||
| + | ===Parameter based report=== | ||
| + | :This type of Aims report will prompt user to input search parameters for the report. These parameters vary from input such as Date, Month, Year, Branch, Product code etc. | ||
| + | :The prompt screen below will be displayed: | ||
| + | :Input the required parameter(s) and press the Run button to execute the report. | ||
| + | |||
| + | [[File:Reportprompt.png|600px|thumb|center|Report Parameter Prompt]] | ||
| + | |||
| + | |||
| + | ===Non Parameter based report=== | ||
| + | :This type of Aims report does not prompt user to input search parameters. | ||
| + | :The report is executed and data is displayed immediately. This type of reports are used for frequently run reports which have a defined set of data that is expected. | ||
| + | |||
| + | ===Claim Reports=== | ||
| + | *Click on the Reports -> claim reports menu | ||
| + | |||
| + | |||
| + | [[File:picture78.png|600px|thumb|center|Claim Links]] | ||
Latest revision as of 08:44, 5 September 2024
Contents
REPORTS
AIMS reports have been designed to be robust in data presentation. Reports are generated by a click on the report link. The reports are created and stored in the system as enquiry files, which are executed each time the link is clicked which in turn query the latest information from the system.
Reports Link
The screen below displays Aims reports links and the steps to running a report in the system.
Use the steps below to open a report in Aims:
- 1. Access Reports link from the side menu
- 2. Select a reports category, either General Business or Financials
- 3. Select a reports business category
- 4. Select a reports frequency
- 5. Click a report link to open the report
Parameter based report
- This type of Aims report will prompt user to input search parameters for the report. These parameters vary from input such as Date, Month, Year, Branch, Product code etc.
- The prompt screen below will be displayed:
- Input the required parameter(s) and press the Run button to execute the report.
Non Parameter based report
- This type of Aims report does not prompt user to input search parameters.
- The report is executed and data is displayed immediately. This type of reports are used for frequently run reports which have a defined set of data that is expected.
Claim Reports
- Click on the Reports -> claim reports menu
