Creating Instant Reports
Enterprise IT
Shilpa K (Deactivated)
Mayuresh Balaji Kamble (Unlicensed)
Configuring Application Settings
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.
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.
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. | |