- Enter General Information
- Define Criteria
- Add Columns
- Preview the Report
- Format the PDF (If entitled)
- Run the Report
Other processes, if entitled:
- Edit a Report
- Save a Personal Copy of a Report
Depending on your user role and entitlements, you can create new reports and edit existing reports.
Several categories of reports are available to choose from; within each category are specific subject areas to add focus to the topic of a report. The category and subject area determine the available criteria and columns that you can include in the report.
Prior to running a report, a preview feature demonstrates how the report renders so you can decide whether to further fine tune the report.
Note
You cannot save edits to a Shared report. Instead, you must save a copy of the report and then edit the copy. (Save a Personal Copy of a Report)
At the top of the Reports window, select New Report.
Select a Category.
- Only categories to which you have access are available.
Select a Subject Area.
Enter the Report Name, up to 120 characters.
- If you don't intend to save the report, the name is optional.
- Only the following special characters are allowed: , - $ _
(Optional) Enter the Report Description, up to 2500 characters.
- You can copy and paste a description from Notepad.
Select the Report Output. (Report Outputs)
To schedule the report, if not a prompted report, and subscribe to alerts, select the gear (Sort, Schedule, Alert & Settings) icon.
To schedule the report:
- From the Schedule drop-down list, choose a schedule.
- Historical versions of the report accumulate.
- You cannot schedule a prompted or an Interactive Online report.
To subscribe to an alert for a scheduled report:
- Select Subscribe.
- Select up to three addresses and/or send alerts to Notifications.
- If you set up email addresses on Alert Manager, they display here.
- Set up or modify addresses on Alert Manager. (Edit Delivery Options)
Select Apply.
Go to: Define Criteria
A report includes data that meets the report criteria, based on the conditions and the values specified for each criterion. In Define Criteria, choose from the report's available criteria.
To define criteria
To enable the ability to modify some criteria at the time the report is run, select the Prompt check box.
- If the check box is selected, schedule and alert settings are removed.
Select Add Criteria.
- Groups of criteria associated with the report display.
- A number next to a group indicates if criteria has been added.
- Click the plus button to expand the group.
- Criteria already added are denoted with gray text.
To search for criteria, enter your value in the Criteria Search box such as date. Criteria that contain your entry display. Choose one or more criteria and select Add, or double-click a criterion to add it.
- Continue adding criteria.
- When done, click x to close Add Criteria.
For a listed criteria:
From the Conditions drop-down list
Select the operation to perform. For example, for the Transaction Type criterion, select Includes or Excludes to include or exclude specific transaction types.
From the Criteria Value field
Specify your values. For example, for the Transaction Type criterion, after you select Includes as the condition, select one or more transaction types to include. If Criteria Value shows "Select Values," or "Select an Option," click inside the field to display available options to choose from. Select x to close the list.
If you selected Prompt (above), to indicate which criterion can be modified at the time the report is run:
- Clear the check boxes of criteria that cannot be modified.
- By default, all Prompt check boxes are selected.
- Ensure that at least one criterion is selected.
- Prompted criteria can have default values.
- Non-prompted criteria can exist in the prompted report.
- To access a definition for a criteria, select the criteria name.
Manage the list of criteria:
- To remove a criterion, select its x icon.
- To reset criteria to the last saved version, select Reset Criteria.
Go to: Add Columns
In the Manage Display section, add columns to the report, choose whether to include row counts, and how to sort or group the data. The columns available for a report are determined based on the report's category and subject area. Note that when you remove a column from the display, the column is also removed from your PDF settings. (Format the PDF)
To add listed criteria as columns
Select Add Criteria as Columns.
- The listed criteria now display in the column lineup.
- Criteria list in same order as listed in the Define Criteria section.
To add columns
Select Add Columns.
- Groups of columns associated with the report display.
- A number next to a group indicates if columns have been added.
- Click the plus button to expand a group.
- Columns already added are denoted with gray text.
To search for a column, enter your value in the Column Search box such as branch. Groups that contain your value display. Choose one or more columns and select Add or double-click a column to add it.
- Continue adding columns.
- When done, click x to close Add Columns.
Remove and rearrange columns:
- To remove a column, select the x located in its heading.
- To change a column's order, drag and drop it to a new location.
Include row counts:
To include a count for all rows at the end of the report and for up to three groups, if groups are chosen, select Include Row Count.
To include a distinct row count for just one column, in the column lineup for a column, select Include Dist Cnt, where available.
To include a total for one or more numeric columns, in the column lineup, select Include Total, where available.
Sort columns:
Select the gear (Sort, Schedule, Alert & Settings) icon. Under Sort By, choose up to three columns to sort. For each column:
Select an Ascending or Descending triangle. If a prompted report, use the Prompt check boxes to indicate which sort options, if any, can be modified at the time the report is run. Select the Group check box to indicate whether to group column data for sorting. When a column is grouped according to its sort value (such as RR2), that value does not appear as a column, but instead as a row header for its aggregated group value.
Select Apply.
- To reset columns to the last saved, select Reset Columns.
- This option also resets columns chosen for the PDF.
Go to: Preview the Report
This step is optional.
View how your report renders without having to first run the report. The preview feature displays the report directly within the window and shows you just how the data will display. Preview might also help you determine whether to further fine tune the report or identify a long-running report that might perform better if broken out into smaller reports.
Preview is available for all reports listed for you on the Reports window. Some subject areas, however, are ineligible for the preview feature. (Ineligible Categories)
Preview is available for any output, but demonstrates results only as Online output. For example, if the report output is Excel, the preview displays as Online. (Report Outputs)
Preview returns only up to five rows of data; preview does not depict the full report. As a best practice, limit the scope of the report such as by using just a single account or a shorter date range. When ready to run the full report, remember to correct these limitations in your criteria.
An on-screen counter tracks the time it takes to generate the preview. The final run time displays below the preview after the preview is completed. This might help to identify a long-running report.
If information does not exist to satisfy the report criteria, the preview is not generated.
To preview a report
In the Manage Display section, select Preview.
- If no data satisfies the criteria, preview does not display.
- To stop the preview at any time, select Cancel Preview.
Refine your report criteria and columns, and select Preview again, if necessary. (Define Criteria, Add Columns)
- You can select Preview multiple times.
- Each preview might not necessarily return the same five rows.
Go to: Format the PDF
This step is optional.
Specify the page orientation, the page size, and the columns to include when a PDF is generated for a Personal report. The columns selected for the report, by default, are included in the PDF. You can choose to include or exclude those columns.
Note
When you add a column to the report, if entitled, the column is added to the PDF settings for the report. When you remove a column from the report, the column is removed from the PDF settings.
To format the PDF
Select the gear (Sort, Schedule, Alert & Settings) icon.
- By default, all selected columns are included in the PDF.
- Choose now whether to include or exclude columns.
- If you exclude a column, it still displays on the window.
Under Format PDF, choose the Paper and Orientation:
Letter-Portrait (8.5" x 11")
Letter-Landscape (11" x 8.5") (Default)
Legal-Portrait (8.5" x 14")
Legal-Landscape (14" x 8.5")
To include or exclude columns from the PDF, from the Columns to Display in PDF drop-down list:
- Clear a check box to exclude a column.
- By default, all columns are selected to be included.
- Ensure a check box is selected to include the column.
- Select x to close the list.
Note
Do not remove the columns chosen for sorting and grouping. If you remove these columns, your report cannot be generated.
Select Apply.
Go to: Run the Report
You have a number of options to save and/or run the report.
By editing a Personal report, you can modify its criteria, columns, sorting, and grouping. Prior to running a report, a preview feature demonstrates how the report renders so you can decide whether to further fine tune the report.
If the report is for one-time use only, you do not have to save your edits – you can just run the report instead.
Note
You cannot save edits to a Shared report. Instead, save a copy of the report and edit the copy. (Save a Personal Copy of a Report)
To edit a report
Choose Edit.
- To learn more about editing a report, go to: Create a Report.
Note
New reports and changes to report names entered today are not included in the Platform Search results until the next day following the overnight batch.
Make a copy of a Shared, Fidelity-provided report. When you do, the copy becomes a Personal report, which you can then edit.
When saving a Personal copy of a Shared report, settings for the report are copied, including those chosen for the PDF format. The one exception is the Manage Alert setting, which is not copied.
To save a personal copy of a report
On the Edit window, select Save As.
- Enter a name for the report
- The default name is "Copy of (Report Name)."
Select Save.
If you saved this report from your Favorites tab, the Personal report now also displays on the All Reports tab and is specified as a favorite.
Go to: Edit a Report
Some category and subject area combinations are not eligible for the preview feature.
| Category | Subject Area |
|---|---|
| Activity | Activity Summary > Cash Summary |
| Client and Account Information | Profile > General Account Information |
| Operations | Service Center > Requests and Messages Summary |
| Positions | Aggregated Positions |
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