Using the Report Viewer

The Report Viewer page provides tools to help you limit data on a report and create smaller reports, as needed, for different uses. For example, you may run a report which gives you details on how many products your inside sales staff has sold. You can further filter the report by branch and send that data to your branch managers.

If you know you are going to create several mini reports, we recommend running one larger or all encompassing report first and then applying filters, instead of applying filters when you create the report. Running filters on larger reports is faster and more efficient. These post filters are faster to apply because they run only on the original report.

Use the Report tab from the Report Viewer page to access reports that have run.

Using the Report Viewer page:

  1. Click Home from the main task bar and click the Reports tab to display all available reports for your user ID.

  2. Click the report name that you want to view.

After you display a report, use the following tabs to manipulate or scale the data to suit your business needs:

Tab

Description and Functions

Report

From this tab, you can:

Filters

Create new filters.

Totals

Add totals to columns. Names of columns that have data that can be totaled display on this tab.

If you apply a total to a percent column, such as GP%, the system totals the numbers, not the values, for that column. To attain a true percentage total, you need to export the report and use Excel to total manually.

Note: Totals added to a formula column, even if they contain a percentage, will calculate correctly.

Columns

Adjust columns to display on the report output.

Report Detail

(View Only) Lists all Closeddetail information for the report such as Template data, Run-Time Information, and any filters that are auto-applied.

  • Template Information - Category, Source, Title, and Description.

  • Run Information - Run by (owner), Start Date, Completed Date, Duration, Report File (OD BC name)

  • Run-Time Filters - Any filters that are required and automatically applied to the report.

More Options from the Report Viewer:

The following options are available from the report viewer screen:

To...

Do the following...

refresh column views

  1. Display the Report Viewer page.

  2. Click Refresh View or from the Actions menu, select Refresh View.

This task is usually performed after a filter is applied. The system does not automatically refresh the views when adding or creating a filter.

apply a quick filter

In the filter field enter the keyword by which you want to narrow the results. After the results display, you can share or export the data.

change any required filter parameters

Click the Column Properties tab. Any required filters display and you can update the settings, as needed.

For example, if the branch is required to run the report and you want to make sure the filter is set to run for branch 2, use the Column Properties tab to make sure branch 2 displays for the Enter Br/Tr/All field..

add or modify non-required filters to a report

Click the Optional Filters tab. Add filters, as needed.

Note: If you know you are going to create several mini reports, we recommend running one larger or all encompassing report first and then applying filters, instead of applying filters at the time you create the report.

See Also:

Editing and Copying Reports

Running Reports