Custom Report Guide

Introduction

This module allows the user to be able to generate a report in which the data can be pulled out across modules.

Custom Reports

The user can go to Reports >> Custom Reports. This is where we start the process of creating a customized report.

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  • Under the customized report, you would be able to drag specific fields and drop them to the selected fields box. These are the data to be shown in the report.
  • You can choose the data depending on what modules your company is subscribed to.

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  • You are also able to further filter, sort the specific columns, and group accordingly.

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Click preview to see if the report is what you are looking for >> Publish

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My Reports

All reports created will then show under My Custom Reports List.

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You can view, edit, or delete the report by clicking on any of the buttons below.

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When you view the report created, you can download the report depending on which format you prefer.

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By clicking on the mceclip11.png icon, it will allow you to make some changes to the report generated even if it is already published.

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To delete a report, click on themceclip12.pngbutton, there is a warning message shown to confirm the action to be done.

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Once a report is deleted, it can no longer be retrieved.

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Standard Reports

This page shows all pre-created reports for beta testing purposes. These reports cannot be deleted.

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