Difference between revisions of "Report Builder Module"
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* To access Report Builder in SME go to the Reports module> Customize Reports> Open Report Designer. | * 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. | * 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. | + | * 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. | * 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. | ||
<h3>Tutorials on Reports setups</h3> | <h3>Tutorials on Reports setups</h3> | ||
How to copy a standard report<br> | How to copy a standard report<br> | ||
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| + | {{#ev:youtube|uUNP5VqN2X8}} | ||
<br> | <br> | ||
<br>How to remove a report from the Print/Email menu<br> | <br>How to remove a report from the Print/Email menu<br> | ||
| − | + | {{#ev:youtube|UlhcWT_hl78}} | |
<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