Generate a Summary Report

The report/display allows you to view summary reports on your own activities or those of other users, depending upon the service authorization that you have been given.

The content of the report you generate corresponds to the current selection criteria settings. You can change report data by redefining the criteria and regenerating the report. Refer to Add a Report Definition for details.

The summary report can be produced in several ways.

Summary button on the navigation bar
Report button on the navigation bar
on the Check Management Report Summary page
on the Check Management Report Summary page

Generate a summary report from the Summary button on the navigation bar

1. Select Check Management from the navigation bar.

2. Select Summary from the list of available options for the Check Management service to display the Check Management Summary page.

3. Click Report to preview the Check Management Summary Report.

4. To print the report, choose Print on the Check Management Summary Report preview page.

Back to top

Generate a summary report from the Report button on the navigation bar

1. Select Check Management from the navigation bar.

2. Select Report from the list of available options for the Check Management service to display the Check Management Report Summary page.

3. To preview a summary report, click any report in the table with a Summary Report Type, and then click Preview.

4. To print the report, click Print on the Check Management Summary Report preview page.

Back to top

Generate a summary report from on the Check Management Report Summary page

1. Select Check Management from the navigation bar.

2. Select Report from the list of available options for the Check Management service to display the Check Management Report Summary page displays.

3. Click to display the Add Check Management Reports page for you to define the parameters of the report you want to generate. To generate a summary report, select Summary for the Report Type. Refer to how to Add a Report Definition for details.

4. Click Preview to generate the summary report, which displays on the Print Preview page.

5. To print the report, click Print. The Print page displays for you to set up print options prior to printing the report.

Back to top

Generate a summary report from on the Check Management Report Summary page

1. Select Check Management from the navigation bar.

2. Select Report from the list of available options for the Check Management service to display the Check Management Report Summary page displays.

3. Select a report definition and click to display the Modify Check Management Reports page.

4. Modify the parameters of the report you want to generate. To generate a summary report, Summary must be selected for the Report Type. Refer to how to Modify a Check Management Report for details.

5. Click Preview to generate the summary report, which displays on the Print Preview page.

6. To print the report, click Print. The Print page displays for you to set up print options prior to printing the report.

Back to top