Reports

To create a report, enter the following informtion:

In the Report On tab:

  1. From the Module drop-down list, select the item for which you want to create the report.
  2. From the Related drop-down list, select a related item.
  3. Select Rows and Columns Report to create a detail report.
  4. Select Summation Report to create a summary report.
  5. Enter a name for the report and select Show Query to display the query in the report.
  6. Enter a name or click Select to choose a user to assign to the report. By default, it is assigned to you.
  7. Similarly, assign a team to the report. Only members of the assigned team can view the report.

On the Filter tab:

On the Group tab:

On the Choose Display Columns tab:

Click Run Report to generate it.

Click Save to save the report. You can then generate it later or export it in CSV format to your local machine

Click Print as PDF to create a .pdf copy of the report.