Reports

 

It may seem like a report is just a report, but an easy-to-read report is truly a thing of beauty. Bold fonts, gray lines highlighting important elements and a format that works for printed and online viewing can be as useful as the data itself.

Take a look at just a handful of the hundreds(!) of reports you can produce.

And, you don't have to "go" anywhere. You can view the report right in Escape Online.

When a report is run, a Report tab is automatically opened and the report is loaded.

If you don't want to wait, you can close the activity (even the software) and the report will run on the server; ready your next login.

Running Reports - anyone can do it!

The screen above shows the list of reports that are available to users that have access to Fiscal reports, in Alameda County. This list makes it easy to pick the report you want.

Notice the two "highlighted" reports - Fiscal103 and Fiscal113? These are Alameda COE versions of Escape's Fiscal03 and Fiscal13. We have made it easy for either us or our customers to create their own versions and make them available to the users. Our COE customers can even define reports that are specific to one of their organizations.

Every report includes "ad hoc" filtering

Each report's request form is uniquely designed for its report.

Notice the "Report Sample" field (3rd one down)? This will open a PDF sample of the report, so you can see how it is used, what the options are, and actually view a sample of the printed report. Here is a sample: Budget01.pdf that you can take a look at.

Each report has a set of "report filter" criteria you can choose from. Remember, most fields have lookup windows (Sort/Group1 displayed in the picture above).

Almost every account-oriented report allows for flexible sorting and grouping based on account components (like you see in the picture).

This particular report also allows you to specify the columns that will appear on the report, and even do math between those columns. Very flexible!

View the report on-screen immediately

Every report you request appears in a report tab. Here's what you can do from here:

  • Quickly jump to any page
  • Search on any text or number
  • Print any range of pages
  • Export to PDF
  • Export to Excel
  • Export to Word
  • Email the report
  • Zoom In / Out

My Reports/Report Warehouse

Every time you run a report, it is sent to My Reports (a "personal" warehouse). If a report is run for you or forwarded to you, it shows up in My Reports. By default, each report you run remains in your My Reports for two weeks.

You can also set up specific tasks (like payroll approval) to automatically send reports to a secure, system-wide report warehouse.