Getting Started #
The Reports button displays a list of reports the user has been given access to. Use the search box and/or report categories to filter the displayed reports.
Fields #
- Search Reports
- Use this to filter the report list. For example, you can search for JC to see the Job Cost reports.
Report Categories #
- All Reports
- Displays all reports that the user has access to.
- Standard Reports
- Displays TAD standard reports which cannot be changed or deleted, but you can download a copy and then make adjustments.
- Company Reports
- Displays reports that have been uploaded to your Vista database to share across your organization.
- My Reports
- Displays reports that were created in the specific Excel workbook. These reports do not show across multiple workbooks and is not a commonly used feature anymore.
Buttons #
- Clear Search
- Clears the search box and refreshes the report list.
- Add Report
- Opens the Query Editor section for you to create a new report.
- Delete Selected
- Deletes the selected reports which cannot be Standard reports.
- Copy Selected
- Copies the selected reports with “_COPY” appended to the report name.
- Download Selected
- Downloads the selected reports.
- Save Selected
- Saves the selected report configurations to the TAD Sheet in order to download in the future.
- Exit
- Closes the TAD Query form.
Missing Reports? #
If you think a standard TAD Report or Company Report is missing then try the following.
- Click the Refresh Setup button on the ribbon to redownload the reports you have access to.
- If you still don’t see it then have your Admin verify your account has access.
- They can verify this in Vista by going to User Database –> Programs –> TAD Setups – Reports.
- Find the report and verify Allow Download is checked on the Report Security tab.