Reports
Standard Reports for the School Nutrition Programs are available to users through the TX-UNPS Reports component.
About Reports
The Reports component of the SNP module enables users to run, view, and print reports containing data maintained within TX-UNPS. The Report List contains all reports available within the SNP module. Once a user selects a particular report, TX-UNPS may prompt the user for additional parameters information.
Access to Reports is generally provided to authorized State users to help review and manage statewide data. The Reports menu displays only reports to which the user has access.
To generate a report
1. On the blue menu bar, select Reports. The Reports menu screen displays.
2. Select the report you wish to generate. The respective report’s parameters screen will display.
3. Identify the reports parameters.
4. Select Create Report. The report is generated and displays in a new browser window.
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TIP: Use the Report Filter to filter the Reports list by selected Report Group. For example, to display only Claim-related reports, select Claim Reports from the drop-down list and select the Apply Filter button. The Reports list automatically refreshes. |
Note: The report will not open in a new window if you have a pop-up blocker running on your system. If this occurs, hold down the CTRL key and Select Create Report again.
Report Parameters
Most reports require one or more parameters to be entered in order to customize the report to the user’s specific needs. Report parameters are useful to also limit data contained in the report or control how the information is sorted or grouped.
Report
From the generated report window, the user can:
§ View the report, page-by-page.
§ Change the zoom percentage of the displayed report.
§ Search the report using the “Find/Next” feature.
§ Select to export the report data (see next section).
§ Select to print the report or specific pages.
To export a report
Once the report is generated, the user can export the report in a variety of formats including: .XML, .CSV, .PDF, and Microsoft Excel.
1. In the top menu bar of the generated report, select a format in the Select a format box. The Export link becomes active.
2. Select Export.
3. The system will open a new window and display a pop-up confirmation asking if you would like to open or save the file.
4. Select either the Open or Save option.
5. Your desktop software will manage the opening or saving of the file.
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