The Add New Custom Report option enables you to create new Reports. Perform the following procedure to create a new Report:
- Click
button.
The Report Wizard – Add page is displayed.
- Populate the form as tabulated:
Field | Description |
Step 1: Choose source | |
Source Table/Query | Click the drop down list adjacent to this field and select the required table/query.
The fields are displayed according to the table/query selected. |
Choose the fields | Select the required fields in the left pane. Use Control/Shift keys to select multiple fields. Click ![]() ![]() ![]() ![]() Use Click |
Step 2: Caption Details for the Selected Fields:
Enter the following details in respective columns, for the selected fields. |
|
Caption Override | Enter the caption override. |
Bold | Select Yes or No. |
Word Wrap | Select Yes or No. |
Sorting | Select Yes or No.
Click |
Step 3: Source Filter | |
Column Name | Select the required column from the drop down list. |
Condition | Select the required condition from the drop down list. |
Value | Enter the value to satisfy the condition.
Click |
Step 4: Grouping Data | |
Grouping 1 | Click the drop down list and select the value for 1st grouping. |
In | Selecting Ascending or Descending. |
Show Header | Select the check box adjacent to this field if you want to show the header. |
Show Subtotal | Select the check box adjacent to this field if you want to show the sub total. |
Header | Select the 1st header from the drop down list.
Note: Header is enabled only if you have selected the Show Header check box. |
Field 2/field3 | Click the drop down list and select the required values. |
Subtotal | Select the 1st subtotal from the drop down list.
Note: Subtotal is enabled only if you have selected the Show Subtotal check box. |
Field 2/field3 | Click the drop down list and select the required values.
You can click Click |
Step 5: Header/Footer Information | |
Report Title | Enter the report title. |
Header Text | Enter the header text. |
Footer Text | Enter the footer text. |
Display Logo (in Header only) | Select the check box adjacent to this field, if you want to display the logo in the header alone. |
Display Company Name (in Header only) | Select the check box adjacent to this field, if you want to display the company name in the header alone. |
Display Date (in Footer only) | Select the check box adjacent to this field, if you want to display the date in the footer alone. |
Display Page Number (in Footer only) | Select the check box adjacent to this field, if you want to display the page number in the footer alone. |
Step 6: Saving Report | |
Report Name | Enter a name for the report. |
Report Description | Enter the report description. |
Tags | Enter the tags for the report. |
Category | Enter the category of the report. |
Owner | This field is auto-populated with the name of the user who has created this report. |
Account | |
Paper Size | Click the drop down list and select the paper size. Available options are the following:
· Letter · A0 · A1 · A2 · A3 · A4 · Legal · Auto |
Export format | Click the drop down list and select the export format. Available options are the following:
· Excel · Excel (XLSX) · Excel Row Data · Excel (XLSX) Row Data · Word · Word (DOCX) |
- Click
button to complete the report definitions process.
You can also click button to navigate to the previous screens and edit the report details.