Create and Design a Report
- Jonathan Pugsley
- Susannie Tiempo (Unlicensed)
Start creating and designing your custom reports with our four-step guide. Improve your operation by monitoring and evaluating your performance with 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, select the Run Reports 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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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 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:
After selecting a report target, the Columns option list will display. You can look up a column in the Search area or scroll through the list to manually find it.
Select Add (+) icon to add the column to the selected column panel.
You can reorder the columns by dragging and dropping the column card.
You can unselect/remove the column by selecting the Trash(delete) icon.
If you want to rename the column, you enter the custom name on the Rename Column field. This will rename your column in the report table and in the exported files.
You can set a sort priority to your columns by entering a numeric sort order value in the Sort Priority field. If no sort priority is entered, the records will be sorted based on the first column of the report.
There is no limit on the number of columns you can add to the report and you can add the same column multiple times.
The list of selected columns will reset if you change your report target.
Step 4 - Submit your report
After adding the required details and setting up your columns, you can submit the report and save it to the database. The Submit button will be activated once the required information was added.
You can select Submit to save your report.
A message will display upon submission to indicate if the record was saved successfully.
Additional features
Apply a column mapping rule
If a column has an associated column mapping, the Column Mapping dropdown field appears on the column card. You can select the column mapping option that you want to be applied to the column. Only one column mapping can be applied to a column.
Learn more about the column mapping feature and its applications.
Apply an operation
You can apply operations to your columns. There are two main categories of operations that you can use: group and compute operations. If you select a group operation, rows(records) will be consolidated into groups (by same value or other columns). If you select a compute operation, your records will be processed based on the operation you selected. The compute operations will depend on the data type of the column, for example, if the column is a numeric type, you can apply sum, average, standard deviation, etc. to your column.
To apply an operation, simply select an operation type from the Operation dropdown in the column card.
You can remove the operation by selecting the red X icon on the Operation dropdown.
Learn more about applying an operation to a report column.
Add a filter
There is also an option to add a filter to your report. If applied, only rows that match the filter should be displayed in the report.
To do this, at the bottom of the page, under the Filter section, you can select Add rule and enter the conditions you want for your filter.
Learn more about creating and applying filters on a report.
Edit or delete a report
You can easily edit or delete a custom report.
To edit a report, go to the main page of Run Reports and select the Pen(edit) icon inline with the report you want to edit. Then make your changes and submit!
To delete a report, go to the main page of Run Reports and select the red Trash(delete) icon inline with the report you want to delete. Then select OK on the confirmation message.
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