Reporting

This guide is a report guide for advisors

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Report Guide for Advisors.

This guide is for staff. It highlights upcoming changes to the Reporting Center planned for June 10, 2022.

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Reporting Center Improvements

This guide is for staff. It describes how tosearch for an existing Run Control for the purpose of running a BI Publisher report. BI Publisher reports, using Query Report Scheduler, require the use of a Run Control, which is a slightly different process than using PS Query.

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This job aid demonstrates how to set up a Run Control for the purpose of producing a BI Publisher report. BI Publisher reports, using Query Report Scheduler, require the use of a Run Control, which is a slightly different process than using PS Query. The Run Control configuration is an essential step in generating a report, as a run control can be used time and again—with minor changes, if necessary—to generate a BI Publisher report.

The content on this page does not work with screen readers. For screen reader use or a better mobile experience, view a Google doc of...