Online Reporting Application User Manual

7.2 Create a report

  1. Go to the Dashboard.
  2. Select the Create a report link.
  3. The Create report page will display.
  4. In the Report list, select the Create icon in the Action column beside the type of report you wish to create (refer to subsection 7.3 Report creation options to determine which report best suits your needs).
  5. In the Report search criteria section of the resulting page, specify your search criteria in the relevant fields:
  • Where there is an Add button to the right of the field, you can add additional search parameters for that specific field.
  • Where there is no Add button, enter text or click into the field or use the tab key to access the field and select from the drop-down list options; repeat this process to add multiple criteria in the field.
  • For the Trade sector field, you can select a trade sector or individual trade subsectors.
  • To remove a criterion, select the X beside it.
  1. Enter the dates in the Examination date and Next examination due date fields to further refine the report results if needed.
  2. The Create a large report box is activated by default. Uncheck the box to generate the report online. Refer to subsection 7.3 Report creation options for more information.
  3. In the Report format field, select a report output option from the drop-down list:
  • If you select CSV comma delimited for English OS, the report will be generated in English in a text format.
  • If you select CSV semicolon delimited for French OS, the report will be generated in French in a text format.
  • If you select Microsoft Excel 2003+ (*.xls), the report will be generated in a Microsoft Excel spreadsheet format in the language indicated in the User preferences section of your ORA user profile.
  • If you select Microsoft Excel 2007+ (*.xlsx), the report will be generated in a Microsoft Excel spreadsheet format in the language indicated in the User preferences section of your ORA user profile.
  1. At the bottom of the page, select the action you want to take:
  • Select Create report to generate the report.
  • Select Cancel to exit the page and return to the dashboard.
  • Select Reset to clear all the criteria you have entered.
  • Select Return to report list to return to the previous page.