Built-in Reports

Print

Create New Report : Select User: User 1 User 2 Select Party: Party 1 Party 2 Enter Filter Field:

Define Header Data for Report via SQL Select FieldsNames from Table Where somecondition

Define Body Data for Report via SQL Select FieldsNames from Table Where somecondition

Define Footer Data for Report via SQL Select FieldsNames from Table Where somecondition

Daybook

Create New Report : Select User: User 1 User 2 Daybook Filter Date Field
Define Data for Report via SQL
Select FieldsNames from Table Where somecondition

Statement

Create New Report : Select User: User 1 User 2 Select Party: Party 1 Party 2 Statement Filter Date Field
Define Data for Report via SQL
Select FieldsNames from Table Where somecondition

Register

Create New Report : Select User: User 1 User 2 Enter Filter Date Field:
Enter Filter Type Field:

ID FIELD:	DISPLAY FIELD:	ENTER TABLE NAME:

Filtered Tabular/Summary Analysis

Create New Report : Select User: User 1 User 2 Enter Filter Date Field:
Enter Filter Type Field:

Define Data for Report via SQL
Select FieldsNames from Table Where somecondition

Pivot Analysis

Create New Report : Select User: User 1 User 2 Enter Fields:

Define Data for Report via SQL
Select FieldsNames from Table Where somecondition

Graphs & Charts

Create New Report : Select User: User 1 User 2 Select Graph: Horizontal Bar Chart Vertical Bar Chart Pie Chart Funnel
Enter Fields:

Define Data for Report via SQL
Select FieldsNames from Table Where somecondition

Export to Excel

Create New Report : Select User: User 1 User 2
Define Data for Report via SQL
Select FieldsNames from Table Where somecondition

Linked Report

Create New Report : Select User: User 1 User 2 Report FileName:
Define Data for Report via SQL
Select FieldsNames from Table Where somecondition

Manual Customizaed Report

Create New Report : Select User: User 1 User 2 Report FileName