Building a Report

1. Access Report Builder

Administrators, Maintainers, and Managers can access Report Builder.

2. Create a New Report

• In the Navigation menu, select Reports.
• On the Reports listing page, select Create New Report.
• Enter a report name and select a chart type.

Note: Currently, only List View is supported. Additional chart types will be available soon.

• Click Next at the bottom of the page.

3. Configure Report Content

• Select a module from the Modules dropdown list.
• Choose display fields from the Select Fields dropdown list.
  • Selected fields appear in the Display Fields section, where you can remove fields or adjust their display order.
• A preview of the top 10 results based on your configuration displays on the right side of the Report Builder.

4. Add Filters (Optional)

• To add filters, click the + icon in the Filters section.
• You can configure multiple filters, which combine using the AND operator by default.

5. Customize Filter Logic (Optional)

• Use the filter logic setting to apply AND, OR, and parentheses to define filter behavior.
  For example, type 1 AND (2 OR 3) to specify logic based on filter numbers.

6. Sort Fields (Optional)

• Select a field in the Sort Fields dropdown, then choose Ascending or Descending order.

7. Finalize and Save Report

• Click Next at the bottom of the page.
• Select Save in the top-right corner.
• Click Generate Report to view the complete report.