Report Options - Executive Summary

The Executive Summary Report Options window allows the user to select the options and groups that will be used when creating the Executive Summary Report. The Executive Summary Report Options window may be accessed by clicking on the Reports icon and then clicking the Executive Summary Options button on the Report Options tab or from the Reporting menu. Click on Reporting, select Optional Reports and then Executive Summary. An example of this report may be found at Executive Summary.

General Options

• Report Title box

This box contains the text used for the report title and can be edited by the user. Changes to the text will be saved for future use. Clicking on the Restore Defaults button on the Report Options tab or Restore Report Options to Default Settings on the Reporting menu will restore the original text.

• Report Footer box

This box contains the text used for the report footer and can be edited by the user. Changes to the text will be saved for future use. Clicking on the Restore Defaults button on the Report Options tab or Restore Report Options to Default Settings on the Reporting menu will restore the original text.

Display/Printing Options

• Break out minorities for goals

Checking this box will include a list of all minorities groups and the statistics for each group.

• Include graphs in reports

Checking this box will include a bar chart for each of the job groups.

Page Number Options

• Show page number

Each page of the report will display a page number when this box is checked.

• Include this date on each page

Each page of the report will display the selected date when this box is checked.

• Print this page number on the first page

The report will display page numbers starting with the specified number when this box is checked.

Buttons

• Export

Creates a Microsoft Excel file using the specified path and file name that contains all the data used in the Executive Summary Report.

• Create .pdf

Creates a .pdf file that is stored in the plan's Support Docs folder when the Create .pdf button is clicked. The Support Docs folder is accessed by clicking the Pen and Folder icon on the blue screen.

• Create .doc

Creates a Microsoft Word file that is stored in the plan's Support Docs folder when the Create .doc button is clicked. The Support Docs folder is accessed by clicking the Pen and Folder icon on the blue screen.

• Print

Permits the user to publish the report to a printer.

• Preview

Displays a report of the selected groups in a preview window.

• Close

Closes the Executive Summary Report Options window.

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