The Report Builder lets you build and run custom reports.
The editor you use to create, modify or preview custom reports is called the Report Designer.
Report Builder features
The My reports tab lists reports that you have:
- created from a sample report or from scratch
- been given access to by the staff member who created them.
To make one of your custom reports appear on the My reports tab, in the Report Designer you need to include yourself in the list of staff members who can view the report.
To change the content or filter criteria of one of your reports listed on your My reports tab, use the Report Designer to make the changes to the original report in the Custom reports tab. Once you save the changes, they will be available in the copy of the report in the My reports tab. For details, see Editing a custom report.
To provide quick access to the reports you use often, select the star to the left of a report name to make that report appear in the Favourites section of your Reports menu.
The Custom reports tab allows you to find existing custom reports and edit them in the Report Designer.
For further details of the available options for filtering the list of custom reports, see Editing a custom report.
To sort the reports displayed on the Custom reports tab, simply click the column header text. Click again to reverse the order of the sort.
The Last Used column may show a dash rather than a date for some reports. This is because it is a new data item and has not yet been updated.
The Samples tab lists the WorkflowMax sample reports that you can use unmodified, or as the starting point for creating a new custom report.
The New report button lets you create new custom reports from scratch. However, it's much easier to use the Report Designer to create custom reports from the Samples tab.
For further details of the available reporting data fields, see Report builder data field reference.