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Creating Instant Reports

Creating Instant Reports

 Administrators
 Basic

You can create Instant Reports using the Instant Report icon.

To create an Instant Report:

       Select Reports > Select the Module > Instant Report icon . The following page is displayed.

General
On the left side of the Instant Report page, select the check box of the data source for which you want to create report, and then select  the appropriate fields under the category. A preview of the report is displayed on the right side of the Instant Report page. For more information about the fields on the Instant Report page, see Field description.

 Instant Report page
 Figure: Instant Report page

Note:

To view the field properties for each field, See Screen Shot. To reorder the fields in the report preview, select the field header that you want to reorder and drag to the position you want.

Select the field for which you want to view the properties and point the mouse pointer over the field. The Options icon  is displayed with the field.



Figure: Options icon

        Click the Options icon . The Field Properties window is displayed. You can change the
        settings as necessary and click OK.

Field Description

The following table describes the fields on the Instant Report page:

Field

Description

Click the Update Preview icon to update the preview after you apply additional filters.

Click the Add Subtotals icon to view a subtotal value under each numeric column.

Click the Design Report icon to design the report with the data sources selected by you. See Fields.