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 NameTypeNotesSaved ResultsSaved SQLDelete
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There are no saved reports. Build new?

Build A Report

Step 1 of 6: Choose a Module to Report on

Build A Report

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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.

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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: Choose 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

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Save Your Custom Report

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Create Report From SQL
Master:   Sub report:

Saved Report Results

Your report has been saved

The report you have created has now been saved. You can now