View Published Reports

Millennium provides you with the means of creating a set of criteria, running it, and then publishing the results as either an online document in HTML or in PDF format. This form of distribution can be very efficient for both the reporting operator and the fund-raiser. If the report was published to HTML, the browser's print command can generate a printed copy of the report results. If the report was published to PDF, then the PDF viewer's print button can be used to generate a printed copy of the report results.

Published reports are accessed through the Reporting World in one of two ways. Use the Search Reports page to quickly locate one or more reports by entering a report name, or partial name, and optionally, the report category (library) and group in which the report was saved. Or, you can use the Millennium Explorer View Report item to drill down to the desired report through report category (library) and report group, and then display run statistics about the published report, view it again, or delete it.

Note: A published report is one that has been formatted and sent to either the HTML or PDF destination for later viewing through Millennium.

A user will only be able to view the reports that have been saved into report groups that his or her user name has the security rights to access. Security rights to access report groups is determined by what Database Group the user name belongs to. Review the Organize Reports into Groups and the About User Security topics for more information about reports and user security.

View a Report using Search Reports

1. On Millennium Explorer, click Reporting, and then click Search Reports.
2. In the Report name field, enter the name, or partial name, of the report that you want to view. Wildcards (% and _) are permitted in the report name field.
3. For Type, select View.
4. If desired, narrow results by selecting a last run date or date range, a specific report category (library) from the Category list, and specific report group from the Group list. Only the report groups that your user name has rights to access will be shown in the Group list.
5. Click Search. A list of all reports that meet the criteria is displayed. If you selected the All group list item, then only the names of the reports in the report groups that your user name has rights to access will be listed.

6. Click the View link located to the right of the desired report. The formatted report results will display.

   Note: The report results are displayed as either standard HTML or PDF pages which cannot be edited. It is possible to highlight text and use standard Windows or the browser's copy function to copy text from the display. Due to the nature of HTML, when text is copied from that format and pasted into another application, some formatting could be lost.

Review the Search Reports topic for complete details about this method.

View a Report using View Report

1. On Millennium Explorer, click Reporting, and then click View Reports.
2. Click the name of the Report Category (also known as Library) in which the report is located - Biographical, Comparison, Daily, Event, Financial, Mailing, Membership, Pledge, or Tracking.
3. On View <Category Name> Reports page, click the name of the Report Group in which the report is located.

Note: You will see only the names of the Report Groups that your user name has security rights to access.

4. A list of reports in the Report Group displays. Next to the report name, you can see the name of the user and the date from the time that the report was last run.
5. Click the name of the report to display the formatted report results.

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