User Defined Reports

· Users can create their custom reports either by exporting directly to an Excel file or can view them within the tool.

There are four different types of report formats.

1. Data Grid

2. Excel Sheet

3. Alert

4. Dashboard Layout

Define custom report as Data Grid

Custom Report will be defined and the same will be attached to the Menu bar. The user can view the Report in the application itself.

Custom report as Excel Sheet

Custom Report will be defined and the same will be attached to the Menu bar. The user has to download the Report in the Excel Sheet to view it.

Send report as Alert E-mail

In this format, the Report will be sent as an alter through E-mail. This includes some configurations to be made to view Report as Alert Email.

Define report as Dashboard Layout

Users can define and view the Report in a Dashboard format. In this format, the user can be defined the Parameters for the report.

Dashboard Design and Dashboard Layout are the same and the only difference is that the user can define the Parameters in Dashboard Layout.

Parameters are defined for Custom Report. These Parameters have a significant effect on the Custom Report. There are ways to define Parameters, User Queries and Stored Procedures. In this example, we discuss Parameters using User Query.

Define Parameters With Stored Procedure

Parameters are defined for Custom Report. These Parameters have a significant effect on the Custom Report. There are ways to define Parameters, User Queries and Stored Procedures. In this example, we discuss Parameters using the Stored Procedure.

Add Colours using Customize Captions

Users can add colours in the predefined Masters and Custom Reports using Customize Captions screen. In this example, we discuss the colouring of a Row in the Custom Report.

Add Conditional Colour

Conditional helps users to add colours in the Custom Report in such a way that only the data satisfying the condition are coloured. Multiple conditions can be defined on this screen.

Add Column Colour

Users can Add colours to Custom Reports in many ways like, Customize Captions, Stored Procedures. In this example, we discuss adding colour using Stored Procedure for columns in Custom Report.

Add Row Colour

Users can Add colours to Custom Report through Customize Captions or a SQL Query. In this example, we discuss adding colour to a particular Row using a Stored Procedure.