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If the existing standard and custom reports do not provide the data you need, you can create a custom or standard report from either the Standard Reports Listing or Custom Reports Listing. In addition to creating a new report from scratch, you can also create a new report by copying an existing report and by saving a custom report as a standard report.
To create a new report from scratch:
Press the Reports navigation button from any page displaying the navigation bar.
The Reports area displays with the Standard Reports Listing page active.
Press Create a Report.
An intermediate page is displayed briefly while the New Report/Edit Report page loads. The intermediate page displays the message, ”Loading…please wait a moment” and does not contain any buttons that are accessible to the user. Then, the New Report/Edit Report, Step 1 - Report Design page is displayed.
Design the report query using the web panel displayed in the page, then press Run Query in the bottom right portion of the page.
The New/ Report/Edit Report, Step 2 - Report Preview page displays.
After you are finished previewing the report, press Previous Step to go back and edit the report design further (return to Step 3), or press Next Step to proceed with the report creation process (proceed to Step 5).
In the New Report/Edit Report, Step 3 - Finalise Report page, define the information for the new report. When selecting a report type on this page (standard or custom), keep in mind that standard reports are available to everyone in your organisation (including subsidiaries and branches), while custom reports are available only to users in your organisation.
If you need to go back and preview the report or edit the report design, press Previous Step (return to Steps 3 and 4).
If you are finished defining the report, press Save. The Standard Reports Listing or Custom Reports Listing displays, depending on the report type you assigned to the new report.