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Poetic Online Help

Page-level help for the Poetic application

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Running and scheduling reports

About running and scheduling reports For each report, Poetic provides a criteria page with: Criteria to narrow the report results Options for running and scheduling the report To display the criteria page for a report, on either the Standard tab or Favorites tab of the Reports Menu , click the Run link for the report. […]

Filed Under: Reports

About reports

What are reports? Reports provide a view of Poetic data. Most Poetic reports are in the form of a table. From Poetic, you can: Run reports immediately Set up a schedule for running a report Set up a list of favorite reports for easy access Each report is configured to determine who can run the […]

Filed Under: Reports

Renewal Request Report

Creates a list of renewal requests. Company name To only include requests for a specific company, specify the company name. Either type the name in the field or click the find icon to search for and select a company. You may also specify partial criteria (for example, type A% to include requests created for companies […]

Filed Under: Reports

Renewal Report

Creates a list of renewals whose entitlements are due to expire. Company name To include renewals for a specific company, specify the company name. Either type the name of the company, or click the find icon to search for and select a company. You may also enter partial criteria (for example, type A% to include […]

Filed Under: Reports

Product Price Load Report

Creates a list of product prices. Allows users to check the prices of the products in the Poetic system to verify that the loaded products have the correct prices. Product # To only include the prices for a specific product, specify the product number. Either type the number in the field, or click the find […]

Filed Under: Reports

Product Audit Report

Creates a detailed list of products. Product # To only include a specific product, specify the product number. Either type the number in the field, or click the find icon to search for and select the product. You may also specify partial criteria (for example, type 103% to include all products whose product number begins […]

Filed Under: Reports

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