Build a custom table report from scratch

To build a custom table report from scratch:

1. In the Reports menu, select Report, select + Create Custom Report.
2. In the Report Type drop-down list, select the report type.

3. In the Layout Type drop-down list, select Table.

4. Fill in the sections below to design your report:

   Step	Description
   1. Name the Report	Enter the name of the report. This will be the name that you use to select the report later, and it is also the title at the top of the published report, so it's a good idea to use a descriptive name that illustrates what is in the report.
   2. Fields	Add fields to include in the report by selecting them from the drop-down list of available fields. For further details of available reporting data fields, see Report builder data field reference (Standard and Premium). The order of the fields determines the order of the data columns in the report, eg, a Date field will order results by date, whereas a Job Name field orders results alphabetically. The top field will be in the left-hand column of the report and the bottom field will be the right-hand column. You can change the order of fields by dragging and dropping the field boxes relative to each other. More... It is a good idea to put long fields, such as Job Description, at the end of a row (bottom field in the Report Designer). You can then use the option described in Step 4 below: "Display the last field on the next line" to provide a tidy report format. If necessary, you can delete unwanted fields by clicking the cross icon at the right-hand end of the field box. Any fields with “(Totalled)” in their name will total that column based upon the grouping of the other selected fields. Do not include both the single and totalled field of the same name. For example, if you use the "Time" field and the "Time (totalled)" field together, you may get incorrect results.
   3. Select Criteria	Select the date range and any other criteria to filter the data that will be in the published report. The fields available here are influenced by the Report Type you selected. Each criterion has optional values used to limit the scope of the report. For example, for the Due Date criterion, you might select 'End of the month' as the value to test against. If you wish to remove filters, you can delete unwanted criteria by clicking the cross icon.
   4. Table Rows	Use these options provide additional formatting to your report. More... Use the table below to help you choose which options to set for the report. Option Value Explanation Rows are not grouped No grouping is applied to the fields grouped/sub-totalled by the first field The report will be grouped, sorted and sub-totalled by the first field. The value of the first field will be used as a sub-heading for the group Display the last field on the same line The last field will be displayed on the same line as the rest of the data in that row on the next line The last field will be displayed on the next line. This is useful for displaying longer information such as description or note type fields underneath their detail
   5. Permissions	Select staff members who can view the report. When a staff member is selected here, the report will appear in their Reports dashboard. More... Use the table below to help you choose which options to set for the report. Option Value Explanation Staff cannot change the Staff cannot edit the filter of the report can change the date Staff viewing this report can edit the date criteria associated with the report

5. Finally, select one of the following options:
   • Preview Report. Runs the report and displays a preview on screen.

     This option does not save the report. However, you can navigate back to the Report Designer without losing your work. It is better to use the Save & Generate option to avoid any chance of losing the changes you've made.

     From the preview, you are given the option to View the Full Report and to Save & Generate

   • View Report. Gives a view of the full report, similar to the ‘Preview Report’ button.

     From the View report, you are also given the option to export the report as PDF or CSV.

   • Save & Generate. (recommended). Saves and runs the report, then displays a preview on screen.
   • Copy Report Duplicates the report.

     This option will only be available after your report has been saved.