Download Lesson 1 - PlanPlus Online

PlanPlus Online System Administrator Training
2. Click on Views/Reports in the Sub Menu.
PlanPlus Online displays the Views/Reports page.
Custom
Reports
Predefined
Reports
 The Views/Reports page contains two sections:


Custom Reports: You can edit any of these reports by changing the
report criteria. Each of these reports is also available as a view within the
application.
Predefined Reports: These reports cannot be edited or customized in any
way. They are standard reports given to every PlanPlus Online user.
The following table describes the options available in the Custom Reports area of
the Views/Reports page:
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Table Column
Function
Default
Allows you to select the view you want to use as your
default view for the current application. To change the
default, select one of the radio buttons and click on the
Update Default button.
Edit Details
Allows you to edit the report definition. By clicking on the
name of the report, you can edit details such as Name,
Description, Search Criteria, and Columns for View.
Description
Displays the report description. You can create or edit a
report description by clicking on the report name in the
Edit Details column.