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Custom Reports can be linked to a grid using the drop-down arrow next to thethe Report Button button and selecting the "Add ReportCustom Reports" option. This will open the "Manage Report Links" form. This option is only available to system administrators.

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The 'Group By' field allows Users to generate reports by Grid column. The 'Group By' drop-down menu lists the columns on the selected Grid. Keep in mind that if the User makes a 'Group By' selection, the report automatically includes every value in the column. This sets the 'Rows to include' selection to 'All' by default.

Scheduling Reports with Perspectives

Reports can be sent as an email on a schedule to automate the Reporting process for the User. There is a video on the process in the video tutorial Reporting.

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