The My Report option allows you to save your filter and sort settings on any report in TIPWeb. This does not save the results of those filters and sorts.

To create a personal report, use the following steps:

1.   Click on , located on the Navigation Bar.

2.   From the Select Report Category drop-down menu, select the report you want to customize.

3.   Click on (Filter) for the report you want to customize.

4.   Begin setting the filters and sort.

5.   Click on the tab to verify the filters set.

6.   Click on (Go). A preview of the report, and the results of the filters and sorts chosen, is displayed at the bottom of the page.

7.   If this is the report you intended to create, save the filter and sort settings by clicking on (Save My Report Criteria).

8.   Type a descriptive name that is meaningful to you into the Report Name field of your My Report settings.

9.   Click on (Save My Report).

10. You are returned to the main Reports page. The Select Report Category is defaulted to the My Reports setting. This allows you to view your newly added report name under the My Reports category.

Example

You frequently run a report on back orders for all your middle school's outstanding campus requisitions. Starting with the Outstanding Campus Requisitions Report, you usually set three filters to search by the SLC numbers starting with 6, 7, and 8. To reduce the size of the report, choose the Show backorders Only option.

To make this filtering process less time consuming, you can create a My Report. Use the following steps:

a.  Click onfrom the Navigation Bar.

b.  Select Campus Reports from the Select Report Category drop-down menu.

c.  Click on (Filter) in the Outstanding Campus Requisitions Report row.

d.  Under the tab, select SLC from the drop-down menu for the first filter.

e.  Select Starts With from the drop-down menu for this filter setting.

f. Type the number 6 into the text field.

g.  Click on AND in the center of the page, this allows another filter option to be set.

h.  Select SLC from the drop-down menu for the second filter.

i. Select Starts With from the drop-down menu for this filter setting.

j. Type the number 7 into the text field.

k.  Click on the Show Backorders Only check box.

l.  Click on AND on the far right side of the page, this allows you to set another filter option.

The screen should look similar to this:



m.  Under the tab, select SLC from the drop-down menu for the third filter.

n.  Select Starts With from the drop-down menu for this filter setting.

o.  Type the number 8 into the text field.


The screen should look similar to this:



p.  Click on (Go). A preview of the report you created and the results of the filters and sorts chosen are displayed at the bottom of the page.

q.  To save these filter settings, click on the (Save My Report Criteria).

r.  In the My Report settings, type the name

Campus Reqs SLC 6 7 8 backorders only into the Report Name field.

The screen should look similar to this:



s.  Click on (Save My Report).

t.  You are taken back to the main Reports page with the Select Report Category defaulted to the My Reports setting. You can now see your newly added report named Campus Reqs SLC 6 7 8 backorders only under the My Reports category.


The screen should look similar to this:




u.  At this point, you can print the report by clicking on (Print).