Available Reports in PICSWeb

Owned by Joe Robson (Unlicensed)
Last updated: Apr 13, 2023
3 min read

The Available Reports tab in the PICSWeb Reports page shows any completed reports that are ready for you to download or view. When you Run a New Report, once the report has been generated it will be added to this page. You may need to refresh the page for the new report to appear. Once generated, a report will be available for 7 days, after which you will need to run it again.

The specifications for the reports shown here are either defined from a custom Saved Report or a Report Template. These can be maintained in the other two tabs in the reports page.

Navigating the Available Reports List

The list in the Available Reports tab displays recent reports generated in PICSWeb. For each report in the list, the following details are shown:

  • Name

  • Template – This is the Report Template that the report is based on.

  • File ID

  • Report – If the Output Type is Spreadsheet, you will be able to Download or Preview the report file. If it is Interactive, selecting View Report will open the Interactive Report in PICSWeb.

  • Output Type – This indicates whether the report was run as a Spreadsheet to download or as an Interactive Report, which can be viewed and customised within PICSWeb.

  • Created – This shows the date and time that the report was generated.

  • Exported to Azure – If a tick is shown for the report underneath the cloud icon, this report has been Exported to Azure Storage.

  • Created by Schedule – If a tick is shown for the report underneath the clock icon, this report was generated according to a Report Schedule rather than run manually.

  • Overwritten Output – If a tick is shown for the report underneath the pin icon, this report is a Scheduled Report that will be replaced by a new instance the next time it is automatically run.

  • Interactive Output for Dashboards – If a tick is shown for the report underneath the graph icon, then the report is being used as the data source for a Dashboard.

Filtering the List

The options to Search by name and filter by Number of Records are available above the list. Once you have applied any filters, press Enter or select the Search icon to run the search and apply your filters.

Exporting the List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list. Note that this will just contain the details outlined above and no funding information.

Report Actions

Selecting Download by a report in the list will save the report to your device in an Excel Spreadsheet format.

For Interactive Reports, select View Report will open the pivot chart.

As well as this, selecting ... by a report in the list will show the following details:

  • Load Options – This will open the Set Up Report Window with all the options set to match the selected report. From this window, you can modify any necessary options before saving the report or running it again.

  • Delete – This will remove the report from the page. You will be prompted to confirm before the report is deleted. 

Viewing Running Reports

If you have Database Administrator User Permissions, a button to View All Running Reports will be available in this page to show all reports that are being generated for all users.

In the running reports window, you can view report details and abort any slow reports by selecting … > Abort. If you abort a report, the user who ran it will be notified by email.