Customisable Reports

Customisable Reports

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Each report category has what is called a report table; the data within a report table is able to be manipulated, new columns can be added, data can be filtered, sorted and grouped. Once you have manipulated a report grid to show exactly what you want you can the save this as a template which can be accessed to again in the future.

Creating a customised report

To create your own report you can add columns of information you wish to see:

Selecting the show customise text line from the sidebar general options menu. Then drag column headings onto the main grid header from the show customise box, you can also remove columns by dragging the appropriate column from the main grid header to the show customise box.

Move column positions:

Drag column headings from one location on the main grid to another.

Filter data:

Using the arrows on each column heading, click on the arrow and choose what you want to see from the dropdown list, alternatively click the custom button from the dropdown list and enter your own criteria in the custom box.

Sort data:

By clicking on the appropriate column heading, to sort by that column.

Group up data:

By selecting the Show Group Header text line from the sidebar general options. A new blue line will now appear above the main grid. To group by any columns data drag the appropriate column into the blue line.

Saving your customised report

Once you have created a customised report it can be saved for future reference by pressing the Save As button at the bottom of the screen, you will be prompted to give the new report a title; this will then appear in the reports list.

Retrieving a customised report

Once you have created and saved a customised report it is retrievable by selecting the appropriate category and finding the saved title within the report box.