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.

Build And Run Reports

Reports Dictionary

Use the reports dictionary to define custom criteria to use in your reports

Saved Reports

Choose the report to run from the list

Report Name	Type	Notes	Saved Results	Saved SQL	Delete
&phase=Run%20this%20report">			">	&phase=Show%20SQL">Show SQL	&phase=Delete%20Saved">Delete

Build A Report

Step 1 of 6: Choose a Module to Report on

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Build A Report

Step 2 of 6: Pick a Report Type

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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.

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Step 4 of 6: Select Criteria to Limit on

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Dictionary Definitions

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Step 5 of 6: Pick which columns to total

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Step 6 of 6: Select how you want the report ordered

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Confirm Custom Report

Your report will be generated with the following SQL statement.

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You will need to save the report before you can execute it

Save Your Custom Report

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Notes:

Show results

Download the report

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Create Report From SQL

1. Report Name:
2. Notes:
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4. SQL:

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Saved Report Results

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