Recent Reports
Recent Reports provides access to the report criteria that you have most recently Edited or Run, as well as access to the formatted report results that you have most recently Published. In each case, the last ten Reports, for each category (library),will be listed in the display area when you click on Edited, Run, or Published. You may switch from library to library to see a list of the ten most recent instances in each library by passing the mouse pointer over the Report Categories Button at the upper right and then selecting the desired library from the list.
Note: Recent Reports are reports that you have edited, run, and published from the Millennium Reporter. They are not the same as Favorites On Demand Reports.
Published
A published report is defined to be a report that has as its destination HTML or PDF. Published reports are viewed by using Millennium Explorer, .
Your published reports can also be viewed from Favorites. For each reporting category (library) a list of the last ten published reports, published for your user name (whether you published them, or whether they were published on your behalf) is displayed. It is not necessary that you have actually viewed the report, but if the report has been published then it will be included in the lists.
For each report listed, the report name displays as a hyperlink. The report description, if one exists, information about the user, and the date when the criteria was last published will also display.
To view a published report, click the chosen report's name hyperlink, or select Display from the chosen report's edit button pop-up context menu.
To delete a published report, select Delete from the chosen report's edit button pop-up context menu.
Important! Deleting a report will remove the published report from the system as well as from Favorites.
Deleting a published report will not delete the report criteria.
Run
Report criteria can be run by using Millennium Explorer, . Your recently run reports can also be re-run from Favorites. For each reporting category (library), a list of the last ten reports that have been run for your user name (whether you ran them, or they were run on your behalf) is displayed.
For each report listed, the report name displays as a hyperlink. The report description, if one exists, will also display.
Pass your mouse pointer over the chosen report's information icon to view the date that the report was last run, and other statistics about the last run.
To re-run a report, click the report name hyperlink. The Report Run Options page will display. Set the options as you prefer and then launch the report.
Edited
Report criteria can be edited by using Millennium Explorer. Criteria that you have recently edited can also be accessed from Favorites. For each reporting category (library), a list of the last ten reports that you have accessed for editing purposes and then saved is displayed.
For each report listed, the report name displays as a hyperlink. The report description, if one exists, will also display.
Pass your mouse pointer over the chosen report's information icon to view the date that the report was last edited, and statistics about the report's last run (if any).
To access report criteria for editing purposes, click the chosen report's name hyperlink or select Display from the chosen report's edit button pop-up menu. The Report Form page will display. Edit the criteria as you want and re-save. Close the Report Form, or run the criteria, as you prefer.
To delete the report criteria, select Delete from the edit button pop-up context menu.
Important! Deleting the report criteria will remove the criteria from the system and from Favorites.
Modify and Create Favorites On Demand Reports
Crystal report formats are used to define the information in each report. Your site can make modifications to any of these reports, with the understanding that when future Millennium releases are installed, the standard reports will overwrite any modifications that have been made. Work around this by copying all modified versions of the standard reports to a different location. Re-install them in the Favorites On Demand Reports locations once the new installation of an Millennium release is complete.
Your site can also create new Favorites On Demand reports. Each new report must have a corresponding prompt page (an .htm file) with the same name as the report format.
The FAVORITES table, in the data database, functions as the worktable for all Favorites On Demand Reports. A row in the FAVORITES worktable corresponds to a row in the List display. Rows in the FAVORITES worktable do not persist when you switch Favorites displays (for example, you are a Director viewing your Managers, and you click on a Manager name to view her Prospects) and when you log out of Millennium.
If your are modifying an existing report format or creating a new one, you will want to have a persistent table in the database to which to point the FAVORITES worktable. More information about the FAVORITES worktable, and how to save a Favorites list to a data table can be found in the Save a Favorites List topic.
Favorites On Demand reports are very complex. When creating a new report, you may want to use one of the Millennium standard On Demand Report formats as the starting point.
Favorites On Demand Reports Location
My Staff Favorites On Demand report formats and the corresponding prompt pages are stored in the following location: Mill\Windows\Favorites\Director.
My Prospects Favorites On Demand report formats and the corresponding prompt pages are stored in following location: Mill\Windows\Favorites\Manager.