CompleteEmpire provides tools to allow you to create customised reports to use in your daily activities or to share with others. The feature uses a Report Builder module within the My Reports view. Standard Report templates can be cloned or existing shared report templates cloned and modified to suit your particular requirements.
Open the Custom Reports view
- Click {Reports}>{Custom Reports} to open the Custom Reports view.
Create a New Report Template
My reports Quick Action toolbar
- Click [Create New] - opens a drop down list of work activity types in which to create your report. Available choices are dependent on the work areas assigned.
- Click to select the type of report based on the work activity area to open the Report Builder window.
Choose the correct work activity area type as this will affect the available options later in the report build process.
If you wish to use an existing report to create a new report use the [Clone] control.
- If the report you wish to use is not listed in the grid view use the search panel to assist. Enter search criteria to display matching reports in the grid view.
- Click to highlight the report that you wish to clone.
- Click [Clone] to create a new report.
Report Builder
- Select the type of report [Detail] or [Summary] note that the Project Management module includes a cross tab (pivot) report type.
- Enter the Title of the report.
- Select Page Size [A3] / [A4] and page orientation [Landscape] / [Portrait].
- Type a description for your reference - note this is not included in the preview or printed report.
- Column Selection - Note: at least one column must be selected - use the list of columns in the right hand Columns Tab and select the grey handle to drag and drop the column header into the highlighted [drop here] box. The list contents will reflect the selected report type. The grey handles will be highlighted in green when selected.
- Group Selection - use the list of groups in the right hand Groups Tab and select the grey handle to drag and drop the box into the highlighted [drop here] box. The list contents will reflect the selected report type. The grey handles will be highlighted in green when selected.
- Filter Selection - use the list of filters in the right hand Filters Tab and select the grey handle to drag and drop the box into the highlighted [drop here] box. The list contents will reflect the selected report type. The grey handles will be highlighted in green when selected.
Note to remove a column or filter selection click the grey handle, drag the box to the right and drop in the [drop here] highlighted box in the respective tab either Columns, Groups or Filters.
Note the order of columns can be adjusted by dragging the boxes as required.
To edit the titles of the columns or groups and to edit the filter name click the pen [Edit] icon within each selection box.
- Select the handle to rearrange , add or remove the column from the selection, drag to the [Drop here] box.
- Click [Edit] open icon to edit the text then click [Save]/[Cancel].
- Manually adjust the percentage width each columns occupies noting that the total of all columns cannot be more than 100%.
- Click [Distribute Width Evenly] to auto adjust width of columns evenly.
- Click [Save Changes] to save your report.
- Click [Run] - to run the report and preview.
- Click [Discard Changes] - cancel without saving your report.
Test your report by selecting [Run] or by selecting and double clicking the grid view entry or highlighting and clicking the [Run] button in the My Reports action toolbar.
Preview and Test your New Report
After click [Run]
- Select the filters to apply.
- Click [Preview]
- To return to the Report Builder click [Build]
Example of a previewed report.
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