Difference between revisions of "Report Builder Module"

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'''Report Builder Module:'''
 
'''Report Builder Module:'''
  
To access Report Builder in SME go to the Reports module> Customize Reports> Open Report Designer.
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* To access Report Builder in SME go to the Reports module> Customize Reports> Open Report Designer.
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* If the report you are editing is a Standard Report you will be asked to create a custom report. Refer to Duplicating a Report for Custom Use.
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* To become familiar with the report builder module and user interface refer to the [[Report Builder Tutorial]].
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* Some SME reports use SQL queries to extract data. If you are editing a report with the report file name starting with "qry" contact High5 Support for assistance modifying the report.
  
If the report you are editing is a Standard Report you will be asked to create a custom report. Refer to Duplicating a Report for Custom Use.
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<h3>Tutorials on Reports setups</h3>
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How to copy a standard report<br>
  
To become familiar with the report builder module and user interface refer to the Report Builder Tutorial.
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{{#ev:youtube|uUNP5VqN2X8}}
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<br>
  
Some SME reports use SQL queries to extract data. If you are editing a report with the report file name starting with "qry" contact High5 Support for assistance modifying the report.
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<br>How to remove a report from the Print/Email menu<br>
 
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{{#ev:youtube|UlhcWT_hl78}}
How to copy a standard report<br>
 
<videoflash>uUNP5VqN2X8</videoflash>
 
 
<br>
 
<br>

Latest revision as of 19:23, 27 October 2021

Report Builder Module:

  • To access Report Builder in SME go to the Reports module> Customize Reports> Open Report Designer.
  • If the report you are editing is a Standard Report you will be asked to create a custom report. Refer to Duplicating a Report for Custom Use.
  • To become familiar with the report builder module and user interface refer to the Report Builder Tutorial.
  • Some SME reports use SQL queries to extract data. If you are editing a report with the report file name starting with "qry" contact High5 Support for assistance modifying the report.

Tutorials on Reports setups

How to copy a standard report



How to remove a report from the Print/Email menu