Start creating and designing your reports with our four-step guide! Improve your operation by monitoring and evaluating your performance using our easy-to-use and flexible reporting tools.
Create and configure a report
Step 1 - Create a report
In the top-left corner of any Rx-Report page, click the Run Report option of the sidebar menu.
Select Create.
In the Design tab, enter the name (required) you want for the report.
You may add an optional description, header, and footer to your report. The header and footer texts will be printed on the exported PDF file.
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Search Rx-Universe and Rx-Suite
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Explore basic reporting functions!
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Step 2 - Select a target
In the Target dropdown field, select the report target that you want to report on. Ensure that you have the Windows service is running on the module you are getting data from. You can also check the list of the supported reports to review what is available for you to use.
Step 3 - Set up your columns
Based on your selected report target, you can select the columns you want to show in your report. To set up your columns:
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The list of selected columns will reset if you change your report target. |
After
Step 4 - Submit your report
Additional features
Apply a column mapping rule
Apply an operation
Add a filter(s)
Edit a report