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.
Updated about 1 month ago
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