Guided Reports
Use the guided reports engine to create non standard reports. This feature aims to provide some middle ground between the built in canned reports and writing custom SQL reports.
Reports Dictionary
Use the reports dictionary to define custom criteria to use in your reports
Load Saved Reports
Choose the report to run from the list
Build A Report
Step 1 of 6: Choose a Module to Report on
Build A Report
Step 2 of 6: Pick a Report Type
Tabular:
Step 3 of 6: Select Columns for Display
Note: Be careful selecting when selecting columns. If your choice is too broad it could result in a very large report that will either not complete, or slow your system down.
Step 4 of 6: Select Criteria to Limit on
Step 5 of 6: Pick which columns to total
Step 6 of 6: Select how you want the report ordered
Save Your Custom Report
Show results
Create Report From SQL
Save Your Custom Report
Your report has been saved
The report you have created has now been saved. You can now
- Access this report from the: Saved Reports Page
- Schedule this report to run using the: Scheduler Tool
- Return to: Guided Reports