Personal tools

20. Custom Report)

From TrueERP wiki

Jump to: navigation, search

Custom Report

Custom Report - Do you know how to create a custom report to display in the My Reports Section?

After applying all changes and customization in a report you can save it as a custom report. For example After, adding columns, changing font, colour and applying filters you can save any report as a custom report by clicking on Customise button at the bottom of a list.

  • Select Customize Tab.
  • Select Custom Report Tab in the Customize window.
  • Name the Custom Report in Report Name field.
  • Select Report Selector Tab. This is optional. If you do not select this you can find you all custom reports in My Reports in Reports Selector.
  • Click on Create Custom Report to create a custom report.

This custom report you can find in My Reports in Report Selector.