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Creating 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, by duplicating the exiting report and saving it as a new report.

> To create a Custom Report from scratch:

  1. In the Report screen > Custom Reports tab, click the + Add new custom report option:

    The Add New Custom Report dialog box appears, enabling you to create a new report using custom query information.
     
  2. In the Add New Custom Report dialog box, enter the following: 

    - Report Name - enter a unique name.
    - Query - the query should be written using a standard SQL language that is compatible with SQLite3. 
    - Report Description 

  3. Click Save.
    Your new report is added to the Custom Reports list.

Editing a Custom Report

You can edit the name, query, and/or description of a Custom Report.

> To edit a Custom Report:

  1. In the Report screen > Custom Reports tab, hover over the report you want to edit, and click the Edit report button:

    The EDIT REPORT dialog box appears.

  2. In the EDIT REPORT dialog box, make the required changes: 


  3. Click Save.
    The Custom Report is updated according to your latest changes.    


Deleting a Custom Report

You can delete a Custom Report from the system.

Note: You cannot delete a Predefined Report.

> To delete a Custom Report:

  1. In the Report screen > Custom Reports tab, hover over the report you want to delete, and click the Delete report button:

    A Delete confirmation message appears.

  2. To permanently delete the report, click OK in the confirmation message.
    The Custom Report is deleted and removed from the system.  



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