How to customize reports

How to customize reports

Summary

Solatech Focus and DOS users can create custom versions of reports available in the Report Center. This knowledge base explains the process of creating a custom version of a stock report.

Instructions

  1. From the Report center, select a report to customize, by clicking the hyperlink for the report
  2. At the top of the page, click the Copy button
  3. On the copied report, you may rename and enter a revised description (optional)
  4. In the Availability section, you can choose to have this report available for all users or only yourself. 
  5. In the Filters section, click on the button Add a Filter, to add new filters to the report

  6. A popup list will appear, containing all filters which can be added to this report. 
  7. Checked filters which are greyed out cannot be deselected
  8. Place a checkmark to the left of each filter to be added. 
  9. Press OK

  10. The selected filters will be available for use. 
  11. Press Save to save the customized report
  12. Customized reports can be easily identified on the Reports page, as they will have a red icon

Applies To:

  • Solatech Focus
  • Solatech DOS

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