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Create New Report Category

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To create a report category, right click where you would like to enter the category in the navigation Panel and select Create a New Report Category, enter a Category Name.  Click Accept to Save. 

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You have the option to Rename or Delete a Category.  Deleting a Category will also delete all the items within the category.


 

 

 

Create a New Report

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To create a new report, right click the category you would like to put the report in and select Create a New Report, enter a name for the report and the report type.  Click Accept to Save. 

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 After you have named your report you will need to set up your report.  To do this, right click on the report and select Edit Report.  This will allow you to design your report.

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You can also copy a report by right clicking on the report you want to copy, select Copy and then right clicking on the category you want to put the report in and selecting Paste.  You can then Edit the parameters or Edit certain details of the report format using the Report Designer.  See section on Report Designer for more information.

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Below is an example of a report when it is completed.

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Selecting Report Dates

Before running the report you will want to select the Report Dates to run the report by.  To do this you will maximize the Report Date box as shown in the red box below.

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You can then choose to run the report by Starting and/or Ending Dates or by Calendar Dates.  If you leave the Report Date Fields Open it will run the report for all dates.

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