Reports
To create a report, enter the following informtion:
In the Report On tab:
- From the Module drop-down list, select the item for which you want to create the report.
- From the Related drop-down list, select a related item.
- Select Rows and Columns Report to create a detail report.
- Select Summation Report to create a summary report.
- Enter a name for the report and select Show Query to display the query in the report.
- Enter a name or click Select to choose a user to assign to the report. By default, it is assigned to you.
- Similarly, assign a team to the report. Only members of the assigned team can view the report.
On the Filter tab:
Click Add New Filter and select the data filter from the drop-down lists; to remove a filter, click the Remove button.
On the Group tab:
Click Add Column to select the column to group data from the drop-down list.
On the Choose Display Columns tab:
Click the left arrow to select the columns from the Module column list to the Display Columns list; to remove a column, click the right arrow.
You can use the up and down arrows to sort the order of the display columns.
The Label field displays the field name as the default column heading. To change it, delete the text displayed in the field and type in the desired heading.
Click Run Report to generate it.
Click Save to save the report. You can then generate it later or export it in CSV format to your local machine
Click Print as PDF to create a .pdf copy of the report.