Start creating and designing your 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, 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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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:
The list of selected columns will reset if you change your report target.
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 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 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.
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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 success message will display upon submission to indicated if the record is 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
Apply an operation
Add a filter(s)
Edit a report