Review Individual Records from Result Set


After defining search criteria, you can review individual records within your search results prior to creating a report.

To review individual records from the search results set:

  1. Click the Review Individual Records from Result Set button. The search result set will be displayed as shown below:

    Review Individual Records From Result Set
    Review Individual Records from Result Set

  2. Click the Exclude or Include radio button to tell the system either to include your selected records in your report, or to exclude them from your report. For example, if all reports are to be included except for a select few, it is more convenient to choose the Exclude radio button. To view a record, select the link corresponding to the desired report.

  3. To select a subset of search results to be included in a report, click the checkboxes beside the records to be included.

    The button bar shown below is provided at the bottom of the page:

    button bar

    The button bar command buttons can be used to display your search criteria in text format, save the search criteria as a profile for later use, or to specify new database search criteria.

  4. To generate a report from the selected search criteria, click the Finished Searching, go to Report Options button from the button bar at the bottom of the screen. If the button bar is not visible on your screen, use the screen's scrolling arrows to bring it into view.

  5. To save the search criteria as a profile for later use, click the Save my Search Criteria as a Profile button from the button bar.


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