How do I create a report?

Follow these steps to create a detail report:
1. Click the Main Menu.
2. Go to Dashboard.
3. Click Reports. You will land on the List View of Reports.
4. Click +Add Report.
5. Fill in the mandatory data fields.
6. Click Save and Continue. You will see a preview of the records.
Report Properties

a. Click the Report Properties tab.
b. Select fields under Group by Row and Group by Column, based on which report data will be grouped or sorted.
c. Select Data Fields to display in the report.

Filters

a. Click the Filters tab.
b. Set up All Conditions if you want to apply multiple conditions, and all of them must be satisfied to pull data for the report.
c. Set up Any Conditions if you want to apply multiple conditions, and at least one of them must be satisfied to pull data for the report.

Charts

a. Click the Charts tab.
b. Select Chart Type and chart sub-type.
c. Enter Chart Properties.

FAQs in this section

How do I create a report?

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