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.
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.
Report – If the Output Type is Spreadsheet, selecting this will download the report in an Excel Spreadsheet format. If it is Interactive, selecting this will open the Interactive Report in PICSWeb.
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.
Date – This shows the date and time that the report was generated.
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.
