This article will provide an overview on how to create and customize the Reports that are available for all the modules available in your system, this article will demonstrate this feature using the Jobs module.
The report will be visible on screen and there is the option to download it as an Excel spreadsheet.
The report can be allocated to a customer with a B2B eStore, this is covered in a separate article Enabling Reports for Customer Access.
1. Click the Jobs menu, then select Reports.
Two tabs will display, Saved Reports which indicates any reports that have been created and saved to the system, the second is Customize Reports which allows a new report to be designed. (A separate article is available on allocating a saved report).
2. Click the Customize Reports tab.
Note: The screen is divided into sections separated by grey heading dividers:- Select columns, Sort/Group, Filters, Aggregate Functions and Save and Run Report. (as indicated below), the arrows to the right are toggle functions to expand and collapse each section.
3. Under Select Columns, use the tick boxes to select the headings that will be visible in the final report, options for Showing the Address details are also available within this section.
4. Click the arrow to the right of the Sort/Group heading, and select a column to Sort By and Direction options.
5. Click the arrow to the right of the Filters heading, make selections according to the headings provided.
Note: Date options are useful to filter by and are available for all reports excluding the Products module.
6. Click the arrow to the right of the Aggregate functions heading, and use the check-boxes to nominate the fields that will show an Average formula.
7. Under the Save and report section, enter a required Report Name, a Description (optional), then either Save and Run or Run Report.
Note: Save and Run will save the report for future reference, whereas Run will not save the report settings.
8. The report will run and be displayed with Excel export button options. Click on the desired Excel button to download the report as an Excel spreadsheet in either presentation format (no grid lines) or as a standard Excel sheet.
