Creating and editing reports
FollowTo create a new report
- Click on the Report > Report list > New
- Fill in the form as necessary
- Click on the Save button at the bottom of the form
- Edit the view using the links Actions and Options
- Click on the Save button at the bottom of the form
The new report form has the following fields:
- View name: A descriptive name for the report
- TagName: This is the unique name of the report. The name of the view will be automatically copied to the TagName
- Type of view: The type of view you wish to create that can be either Report or Print view
- Starting table: This is the table you wish to base your report on. See Starting table.
- Publish: Check this to make the report available to other users
- Chart: Check this to make the report in chart form.
The starting table will determine the data you can manipulate in the report.
To edit an existing report
- Click on Report > Report list from the top menu
- Search for the report using the Quick search field or the Advanced search form
- Click on the edit icon to edit the report
- Edit the view using the links Actions and Options
- Click on the Save button at the bottom of the form
Please note that you cannot edit a system report. The edit icon will only be available in reports that belong to your account. You can however copy a system report and then edit the copy.
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