Generating the Milestone Management Report


In this topic, you will learn how to generate the milestone management report.


Steps:

  1. Begin by navigating to the Milestone Management Report page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Customer Contracts menu.

    Step 2

  3. Click the Reports menu.

    Step 3

  4. Click the Milestone Management menu.

    Step 4

  5. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the report may help you remember it for future use.

    Step 5

  6. Click the Add a New Value tab.

    Step 6

  7. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

    Step 7

  8. Click in the Run Control ID field.

    Step 8

  9. Enter the desired information into the Run Control ID field.

     

    Enter "MILE_MGMT".

    Step 9

  10. Click the Add button.

    Step 10

  11. Use the Milestone Management Report page to enter the request parameters.

    These parameters will be used to define the processing rules and data to be included when the report is run.

    Step 11

  12. Click the Processing Status list.

    Step 12

  13. Click the Pending list item.

    Step 13

  14. Click the Run button.

    Step 14

  15. Use the Process Scheduler Request page to enter or update parameters, such as server name and report output format.

    Step 15

  16. Use the Server Name list to select a specific server on which the report will run, or leave the list blank to use the system’s default server. If you have run the report before, the server name that you last used appears by default.

    Step 16

  17. Click the Server Name list.

    Step 17

  18. Click the PSNT list item.

    Step 18

  19. Use the Type list to select the type of output you want to generate for this job.

    Step 19

  20. Use the Format list to define the output format for the report. The values are dependent upon the Process Type you have selected. In this example, the default value is PDF.

    Step 20

  21. Click the OK button.

    Step 21

  22. Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.

    Step 22

  23. Click the Process Monitor link.

    Step 23

  24. Use the Process List page to view the status of submitted report requests.

    Step 24

  25. The report is finished when the status is Success. Continue to click the Refresh button until the status is Success.

     

    Click the Refresh button.

    Step 25

Congratulations, you have successfully learned how to  generate the milestone management report.

Table of Contents  Start Topic