Filtering and Running Reports in MyReports – Job Aid
MYR-201b
MyReports Filter Page
 Each report has a unique filter page; most reports have very similar filter pages to help you more easily enter your report
criteria. Most filter pages have four major sections:
1. Report Date Filters
2. Chartstring Filters
3. Report Specific Filters
4. Report Output Selection.
Mandatory Filters
Running a Report
 The red asterisk * denotes a required field. When you
see a red asterisk it means that the corresponding field
must be populated in order to run the report.
 The orange triangle denotes a conditionally required
field. You will need to populate at least one of the fields
denoted by an orange triangle in order to run the report.
 All other fields are optional.
1.
2.
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3.
To run a report, enter your filter criteria.
Click either of the two Run Report buttons located at the
top and bottom of the filter page.
Your report will open in a new tab.
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Filtering and Running Reports in MyReports – Job Aid
MYR-201b
Report Date Filters
 The top section contains the Report Date Filters:
1.
2.
Choose the date range in either the From and To drop
down menus, or choose a quarter or quarters from the
Quarter menu. If you choose quarter(s), the date range
changes automatically to match your selection.
On some reports, the only date option available will be to
run the report as of a specific date using a drop-down
menu.
2.
3.
3.
Some reports are designed to always run as of the
current date and the date filters cannot be edited.
Chartfield Filters
1.
4.
There are two options to enter chartfield filters in
MyReports. The first is to begin typing the desired
criteria in the search field. MyReports has type-ahead
functionality and displays valid entries as you type.
Choose the correct entry from a list of values and then
click the Add button to select it.
If you do not know the full or partial value, you can
search by clicking the magnifying glass:
5.
To further limit your choices, choose the group or
category from the left box, in this example “Control
Point”.
Choose the desired chartfield(s) from the right window,
in this example Dept ID. You may use the CTRL key and
mouse click to select multiple values. You can select as
many items as you like from the list of values before
moving to step 4.
Click the Add button to populate your selections to the
filter page. All selected values will display in the selection
box below the filter entry box as shown below:
Repeat steps 1-4 in this section for any other chartfields
you wish to add to your report filter criteria.
Chartfield Filters and Trees
A pop-up box will display.
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 The values for chartfields Account, Fund, and Dept ID are
organized in a tree. The default level for the chartfield is
displayed below the chartfield name. In this example,
the default level for Account is Level C of the Account
tree.
 If your desired value is at a different level of the tree, you
will need to Change Level before you search for a value
using the magnifying glass.
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Filtering and Running Reports in MyReports – Job Aid
1.
To change the search level, click the Change Level link.
MYR-201b
 Select the radio button of the method you want to use:
Output Method
Report Results
Display in a new Browser
Tab or window (Default)
Run directly to a PDF file
Run directly to an Excel file
 Click the Run Report button to run your report to the
selected output format:
Helpful Hints & Additional Features
2.
3.
4.
Select the level you require (Level A being the highest in
this example, and Level F being the posting level or most
granular.)
Click the Add button.
Select the magnifying glass and select the desired values.
 Closing Tabs: MyReports opens many new tabs or windows
to display report information, and it is easy to lose track of
contents in each tab. Close any tabs or windows when you
have completed reviewing the information.
 The report filter page remains open in a separate tab. To
return to the filter page, close all subsequently created
report tabs. If a filter page is closed accidentally, simply
return to the landing page tab and select the proper report
from its report group to reopen the filter page.
 To close a tab, click the X to the right of the tab name as
illustrated below:
Report Specific Filters (available on select reports)
 Some reports have a filter page section called the Report
Specific Filters section which allows you to further limit
your report to return only the specific information you
need.
 See MYR-201c, “Report Specific Filters” job aid for more
detailed information.
 Clear and Cancel: The Clear and Cancel links are located at
the bottom of each filter page beneath the Run Report
button:
Running Your Report
 With the filters populated, it’s time to run your report.
There are three ways to run the report from the filter
page:
 To clear all filter selections you have entered, click the Clear
link.
 To exit the filter page completely and return to the landing
page, click the Cancel link.
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