Custom Reports

Making a Custom Report

You can easily create a report from scratch. You can also create a custom report based on an existing predefined or custom report.

To create a custom report from scratch:

  1. In the Report tab, in the Custom Reports sub-tab, click Add new custom report.

    The Add New Custom Report dialog box appears, enabling you to create a new report using custom query information:

  2.  Enter the following:
    • Report Name 
    • Query (the query should be written using standard SQL language which is compatible with SqLite version 3) 
    • Report Description  
  3. Click Save.
    A new report is added to the Customs Reports list.

Editing a Custom Report

You can edit a Custom Report's name, data, and/or description.

You cannot edit predefined reports, only custom reports. In order to make a change to a Predefined Report, you must duplicate it and give it a new name. It will then be saved as a custom report. See Duplicating a Report for more information.

To edit a Custom Report:

  1. In the Report tab, in the Custom Reports sub-tab, hover over the report to edit.
           
  2. Click the Edit button.
    The Edit Report dialog box appears:
  3. Modify the Report Name, Query, and/or Report Description according to your needs.
  4. Click Save.
    The report is updated.    

Deleting a Custom Report

You can remove a Custom Report from the system. You cannot remove a Predefined Report.

 To delete a Custom Report:

  1. in the Report tab, click the Custom Reports subtab, and hover over the report you want to remove.
  2. Click the Delete  button.
    • A Delete Confirmation message is displayed.        
  3. Click OK.
    • `The Custom Report is removed from the system.    





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