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Create and configure a report

Step 1 - Create a report

  1. In the top-left corner of any Rx-Report page, click the Run Report option of the sidebar menu.

  2. Select Create.

  3. In the Design tab, enter the name (required) you want for the report.

  4. 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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Explore basic reporting functions!
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Step 2 - Select a target

  1. In the Target dropdown field, select the report target that you want to report on.

Step 3 - Set up your columns

Step 4 - Submit your report


Additional features

Apply a column mapping rule

Apply an operation

Add a filter(s)

Edit a report

Watch a walkthrough video

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