Manage Dairy Reports/Worklists

required permissions only users who are assigned to a role with permissions can use this feature see edit dairy user permissions docid\ dgkijjmfdmpdvwgygh p2 and manage dairy roles docid\ tklz3 romklipe8l rfi6 for more information the page includes the reports or s you customized from the template gallery docid\ gsolihr2dfvs2cxi1ccpy , as well as any other custom reports you created using report/worklist builder docid\ t5pfvf dp1aqsy8ldc7kn note that reports are shaded in blue and s are shaded in green you can find this feature under the dairycomp/mydc > reports/worklists menu docid\ t93yu 9puoivxmgypo5g on the tab expand the sections below to learn more save a report/worklist save reports and s that you run frequently to your page for easy reuse you can save reports to your page in two different ways from the template gallery docid\ gsolihr2dfvs2cxi1ccpy the customize button to open the report in report/worklist builder docid\ t5pfvf dp1aqsy8ldc7kn after running a report from the command line docid 8tcicbllystevg5 ofmd0 ( only) the edit button to open the report/worklist builder docid\ t5pfvf dp1aqsy8ldc7kn enter the report/ details and the next button to open the contents screen on the report/worklist builder docid\ t5pfvf dp1aqsy8ldc7kn page the save and execute button to save the report/ schedule a report/worklist after a report or is saved to the page, can automate the generation of a report or and add it to the process scheduler docid 7ahmcsontje6hdvyedy9f calendar follow these steps on the page to schedule a report or to run automatically click the schedule button to open a side panel where you can create an automated schedule for the report or use the following guidelines to schedule your report or select the date and time to start the process important set the day to start to a future time, either later or a future date, as scheduling a process at a time that has passed will not run until the next time the scheduled interval is reached for example, if you schedule a process to start on mondays at 5 am, but today is a monday at 9 am, the enrollment will start next week at 5 am set the schedule for the process set the repetition to "repeats" set the frequency and interval for the process for instance, to run a process weekly, set every to "1" and intervals to "weeks" click schedule after you schedule your report or , shows the scheduled button and includes the report or to view the generated report or , see report history docid\ t0dqctnawxu4hxbqzkdgm or worklist history docid\ slefqtdw67mpp k8tmhf6 run a report/worklist you can run reports or s for today or up to 30 days in the future this option allows you to collect additional data and gives you even more choices when planning tasks and managing your the see results button to open the options window the date field defaults to today's date on the date field to change it note you cannot select a date in the past, but you can select a date up to 30 days in the future click the see results button to run the report or builds the report or and displays the results see reportworklistresults htm docid\ cchmaj9yuzyey8ipigx5creports/worklists results docid\ cchmaj9yuzyey8ipigx5c to learn more! edit reports/worklists you can make changes to your report or from two different locations in on the page, click the options button and select edit or, click the see results button to run the report or and see reports/worklists results docid\ cchmaj9yuzyey8ipigx5c click the edit button at the top right of the page use report/worklist builder docid\ t5pfvf dp1aqsy8ldc7kn to complete your updates and save your changes duplicate a report/worklist you can duplicate any of your reports or s this makes it easy to create a new report with slightly different criteria the options button select the duplicate option to open the report builder see build custom report or worklist docid\ t5pfvf dp1aqsy8ldc7kn to learn more! delete a report/worklist you can delete a report or at any time this helps you find the reports and s you need and use often more quickly the options button select the delete option remove to confirm < return to reports/worklists overview docid\ cyytchg1arwwrqudnzubn