The Report Builder is the core of this
module. Selecting Create Custom Report
from the submenu brings up the Report
Builder page. Figure 9.6 shows the top half of the page.
Figure 9.6 - Creating a New Report
To create a new report, enter a unique name for the report in the Report Name field.
Next, select a time
period, using the drop-down box
|
|
Note Choosing Custom will
cause the system to request the date/time when you run the report (Figure
9.4). |
Under the Select Fields section are two boxes that
can be used to select which fields are displayed in the report. The left hand box
shows fields that are excluded, the right hand box fields that are included.
Use the left and right arrow keys between the boxes to move a selected item
from one box to another (Figure 9.7).
Figure 9.7 - Selecting Fields to Include
Below Select Fields is the Search Criteria section. Use this
section to filter the results from the above report to create a more specific
report: for instance, a report based on a specific user or group of users. To
use the search criteria, tick the check box on the left hand side of the item, then
choose the condition to be applied (equal
to, etc) and finally choose between User
Defined or Specific. Specific
sets the value of the operand at the time the report is created. User Defined will ask for a value when the
report is run. Figure 9.8 shows the options.
Figure 9.8 - Selecting the Search Criteria
Create the report by
clicking on the Save Report button. A
message will confirm if the report was created successfully. Clicking on the Continue button will open the Manage Reports page (Figure 9.9).
Related Topics
