Customizing Reports

Standard Reports can be customized to a limited extent to meet company specific requirements.

To customize a report, from the Reports window:

1. Select the standard report you wish to customize.

2. Click the Modify button. This opens a new window.

   

3. Enter a custom title for your report.

   

4. Define your customized report using the Groups and Fields options.  For example, if generating a report on Documents you may want the report sorted by Discipline then status.  In this case you would select Discipline from the “Groups” area and “Status” from the “Fields” area.

5. Once the required selections have been made, adjust the order in which they will appear in the report from left to right using the up and down arrows on the right.

6. Next, define the default search criteria for the report and click Save and then close the window..

   

7. Once created, Custom Reports are added to the standard reports listing with a report number allocated automatically.  This is based on the standard report number plus an alpha suffix which commences from “a” for the first custom report created.

    

The reference number hyperlink is retained, so you can quickly open the link to view the item.