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:
|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 , , , and buttons to select/deselect fields. The selected fields are displayed in the right pane.
Use and buttons to sort the selected fields in the right pane.
|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.
|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 button to create more conditions.
|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 button adjacent to Add more Grouping field to create more grouping. You can also click button to remove existing groupings.
|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.|
|Paper Size||Click the drop down list and select the paper size. Available options are the following:
|Export format||Click the drop down list and select the export format. Available options are the following:
· Excel (XLSX)
· Excel Row Data
· Excel (XLSX) Row Data
· 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.