When you first access an Orion report, the report comes up with system default settings. If you frequently run the report using different settings, you may save these settings in what is called a Scenario. You can save multiple Scenarios for a report and you can set one of your Scenarios as the default – basically overriding the system default settings when the report is first accessed. Scenarios can be created for any report run on any Tab in the Reporting System. They can be made public or accessible to other Users when created on reports in the Standard Tab or the Site-Defined/Custom Reports Tab. Scenarios cannot be shared between or copied from one report item (report option on the menu) to another.
For example, you run the Billing Realization Report on a monthly basis with the same detail level and same summaries. When the Billing Realization Report is first accessed in Orion, the Report Interface displays as follows:
If you typically run the report sorted by Responsible Attorney, all Client-Matters, Client-Matter Detail and summaries by Working, Originating and Type of Law, you can create a Scenario with these settings and make it the “default” when you access the report. To create your Scenario you should first change the report settings to conform to the report output you desire. Following is how the report setup would look after changing your settings to those listed.
Once you have your settings correct, right click in the area to the right of the sort order and choose the Scenarios option from the menu that appears. The following window will appear:
Click NEW and enter a name for the Scenario. The only punctuation you should use are the hyphen (-) or underscore (_). If you want to make the Scenario available to other Users with access to this report item, check the “Public” option.
Click OK and you will be returned to the Scenarios window. Highlight your new Scenario and click the SET AS DEFAULT Button.
Click the CLOSE Button to return to your report. If you close the report entirely and re-open it, it will appear as follows:
Notice in the Title Bar at the top that both the Report name and the Scenario name are displayed.
Tips on Scenarios
1. To change an existing Scenario, make sure it is the current Scenario in use. Make your changes and then right click and choose Save to Current Scenario.
2. Scenarios are attached to a single report item (option in menu) and cannot be copied to another report item.
3. Scenarios saved as “Public” Scenarios can only be edited by the User who created the Scenario.
4. Although Scenarios can be saved as “Public,” the USE AS DEFAULT setting must be assigned on an User basis. If you create a new Scenario that you make “Public” and available to other Users, they will have to set the Scenario as their default Scenario. Let them know the Scenario is available and have them open the report, right click, choose Scenarios, highlight the Scenario and click the SET AS DEFAULT Button.
5. If you set up Scenarios for any report items on the Batch Reports Tab, DO NOT touch the Date fields when setting up the Scenario or the Dates will be saved with the Scenario. Dates saved with a Scenario override any dates entered for a Batch Report run.