Personal tools

Difference between revisions of "20. Custom Report)"

From TrueERP wiki

Jump to: navigation, search
(Created page with "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 customisation in a report you ca...")
 
 
Line 1: Line 1:
−
Custom Report
+
'''Custom Report'''
  
−
Custom Report - Do you know how to create a custom report to display in the My Reports Section?
+
'''Custom Report - Do you know how to create a custom report to display in the My Reports Section?'''
  
−
After applying all changes and customisation 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.
+
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 Customise Tab.
+
* Select '''Customize''' Tab.
−
Select Custom Report Tab in the Customise window.
+
* Select '''Custom Report''' Tab in the Customize window.
−
Name the Custom Report in Report Name field.
+
* 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.
+
* 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.
+
* Click on '''Create Custom Report''' to create a custom report.
  
−
This custom report you can find in My Reports in Report Selector.
+
'''''This custom report you can find in My Reports in Report Selector.'''''

Latest revision as of 05:56, 17 December 2014

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.