Customizable reports

Reports designated with a icon can be customized and saved for future use.

When you modify and save a report, it will display on the "Reports I Created" tab on the Standard Reports page. When you schedule the "customized" report to run NOW or on a recurring basis, it will generate in your customized format.

Follow these steps to customize and save your report:

  1. Order a customizable report from the "Standard Reports" page or open a completed customized report from the "My Reports" page.
  2. Click on the Design tab at the top right of the page and make your desired changes. When your modifications are complete, click on the Save icon in the report toolbar.
  3. A "Save as" dialog box will display, defaulted to Public Folders. Click the "Favorites Folder" above "Public Folders" in the left list box.
  4. Enter a name for your custom report in the "File Name" field (optional).
  5. Click the ">>"option below "Save As Type" to expand the box and enter a description in the "Description" field (optional).
  6. Click the Save button.
  7. Your report will display on the Standard Reports page under "Reports I Created". When you order the report, it will generate with your modifications.

Click on the tutorials below to learn how to use the design options to modify and save a report.

  • Report layout overview
    View a summary of report layout features applicable to the upgraded user interface.
  • Add and remove columns
    Add new columns to an existing report or remove existing columns.
  • Insert and replace objects
    Insert data as a new column in a report, or replace data within an existing column.
  • Input controls – check boxes
    Input controls are easy-to-use, familiar controls that allow the user to manipulate report results online. The use of input controls within a report eliminates the need to run a different report or download to Excel. View this demo as an introduction to input controls. Learn how to create, utilize and remove an input control, using the common check box filter as an example.
  • Input controls – radio buttons
    Add and utilize a single value radio button input control.
  • Filters
    Add, change and remove filters of the report data.
  • Sorting
    Sort data on a report to display data in a specific order.
  • Calculations
    Calculate sums, averages or percentages for specific columns in a report.
  • Change font
    Change the size, type and attributes of a font displayed on a report.
  • Wrap text
    Wrap and unwrap text in a table to change how it is displayed in a cell.
  • Change column heading
    Edit the column headings on a report.
  • Sections
    Create sections for a report.
  • Tabs
    Utilize the report tab functionality to add, copy, move and remove various report data.
  • Save and export
    Save a report for re-use as a template or for reference purposes.