You can create new module-specific reports linking some of the other cross-functional modules. For example, you can create a report in the Timesheets module linking other modules such as Temps, Jobs, and others.

Types of Report

• Tabular Report: Displays the data without any subtotals in the report. Use this type of report to create contact mailing lists and others.
  
• Summary Report: Displays the data along with subtotals, groupings, and other summary information.
  
• Matrix Report: Displays the data summarized in a grid against both horizontal and vertical columns.
  

Create Reports

You can create new reports according to your organization's requirements. The customization of a report involves the following steps:

• Select the module and the corresponding cross-functional modules
  
• Select the report type (Tabular, Summary, or Matrix report)
  
• Select the report columns
  
• Group the columns
  
• Select calculation functions
  
• Specify the advanced sorting filters
  
• Save the report in folder
  

Availability

Profile Permission Required: Users with the Reports permission can access this feature.

1. Click the Reports tab.
   
2. In the Reports Home page, click Create Report.
   
3. In the
   
    
   Create Report
   
    
   page, do the following:
   
   • Select the primary module from the drop-down list.
     
   • Select the cross-functional modules from the Related Modules list box.
     You can use the fields from the Related Modules in defining the criteria, in adding columns in your report and select columns to total.
4. Click Continue.
   

Part 2: To select the report type

1. In the
   
    
   Create Report
   
    
   page, under the
   
    
   Report Type tab, select one of the following report options:
   
   • Tabular Report
     
   • Summary Report
     
   • Matrix Report
     

Note

• When you select the Summary Report, the Grouping tab will also be available.
  
• You can Run or Save the report at any point while creating it.
  
• When you click the Run button, the system will prompt you to save the report. The report is saved temporarily and then a preview of the report is generated.
  
• When you click the Save button, the report is saved in the folder that you specify.
  

Part 3: To select the report columns

1. In the Create Report page, click Columns tab.
   
2. Do the following to select the columns to be displayed in your report:
   
   • Select the columns from the Available Columns list box.
     
   • Click Add.
     
   • The columns will be added to the Selected Columns list box.
     
   • Use the Up and Down arrow keys to sort the display order of the columns.
     
   • Select the column name and click to delete the selected column.
     
3. Click Save.
   In the pop-up window, specify the Report Name, Description, and Report Folder details.
4. Click Run to save the report first and then run it.
   
5. Once you have selected the report columns, click the Grouping tab if you are using Summary Report otherwise click theColumns to Total tab.
   

Note

• The system will display the column names (in the Columns tab) only for those modules that you select here.
  
• In the Create Report page, click the Grouping tab.
  This tab will be available only when you select Summary Reports under the Report Type tab.
• In the Grouping page, you can group the records based on the grouping criteria that you specify.
  
• Select the values from the respective lists.
  
• Select Ascending or Descending from the list.
  

Part 5: To select the calculation functions

1. In the Create Report page, click the Columns to Total tab.
   
2. In the Columns to Total section, select the required calculation functions ( Sum, Average, Lowest Value, Largest Value ).
   

Part 6: To specify advanced sorting filters

1. In the Create Report page, click the Criteria tab.
   
2. In the Criteria section, select the additional criteria for the report.
   
3. Once you have completed the report customization, do one of the following:
   
   • Click Run to preview the report.
     
   • Click Save.
     
   • Click Cancel.
     

Note

• You can also use a Record's Created By and Modified By fields to define criteria.
  

1. In the Create Report page, click Run or Save.
   Note, that you can run the report only after you save it.
2. In the
   
    
   Save Report dialog box, do the following:
   
   • Enter the Report Name.
     
   • Enter the Description of the report.
     
   • Select the Report Folder in which the report has to be stored.
     
3. Click Save.
   

Edit Criteria Patterns

Criteria Pattern Editor in the report helps you to define advanced filters using simple logic like and/or.

Availability

Profile Permission Required: Users with the Reports & Dashboards permissions can access this feature.

Note

• You can specify a maximum of 25 criteria in a report.
  

To edit criteria patterns

1. Click the Reports tab.
   
2. From the list of reports, click the Edit link for the corresponding report in which you want to edit the criteria pattern.
   
3. In the Customize Report page, click the Filters tab.
   
4. Review your existing criteria and click Save.
   
5. Save the modified report.
   

Create Report Folders

By default, reports are stored in different categories. You can create personal or public folders to store the frequently used reports in a common folder for easy access.

To create report folders

1. Click the Reports tab.
2. In the Reports home page, click Create Folder.
3. In the
   
    
   Create Folder
   
    
   page, do the following:
   
   • Enter the Folder Name.
   • Select
     
      
     Accessibility Details:
     
     • Everyone: Select if you would like to enable the folder access for all the users.
     • Only Me: Select if you would like to enable the folder access only to you.
     • Selected Users: Select the users or user roles that can access the folder.

• Click Save.
  

View Reports

To access standard reports in the Reports tab click the specific report (For example, Jobs opened this month from the JobsReports) from the Reports folder (for example, Timesheets Reports, Jobs reports, and others).

To view the report

1. Click the Reports tab.
2. In the Reports home page, click the required reports group.
3. From the list of reports that are displayed, click the required report's link.
4. Click the Edit link to modify the Report Name, Folder details and Description of a report.
5. In the
   
    
   Reports
   
    
   page, you can do the following:
   
   • Export: Use this option to export and save the report in Excel, PDF, or CSV format in your local dirive.
   • Save As: Use this option to save the report with a new name. This option is useful when you filter a specific set of data and save it for future reference.
   • Reload: Use this option to update or refresh the contents of the page.
   • Hide Details / Show Details: Click Hide Details to hide the details of the report and click Show Details to see the hidden details of the report.
   • Create Chart: This feature enables you to create charts, (such as Bar diagrams, Pie charts, Line charts, Funnel charts) based on the selected report details.
6. Do one of the following, and then click
   
    
   Apply Filter
   
    
   to view reports based on the filter options specified:
   
   • Select Last Created Time or Last Modified Time from the Column list.
   • Select the option from the adjacent list. (Next FQ, for example).
     On selecting this option, the system will automatically display the Start and End date in the respective boxes.
   • Enter the Start Date and the End Date in mm/dd/yyyy format, or select the date from the calendar displayed.

Note

• A maximum of 2000 records will be listed in a page. You can use the navigation options to view others pages.
• You will be able to export up to 2000 records per page, in each export.
• FQ refers to Financial Quarter and FY refers to the Financial Year.
  

Delete Reports

Periodically, you may delete some of the unnecessary reports. Please note that you can delete the reports created only by you. Also, you need to have the Manage Reports permission in your profile.

To delete reports

1. Click the Reports tab.
2. In the Reports home page, click the Delete link corresponding to the report that you want to delete.