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
- From the Report center, select a report to customize, by clicking the hyperlink for the report
- At the top of the page, click the Copy button
- On the copied report, you may rename and enter a revised description (optional)
- In the Availability section, you can choose to have this report available for all users or only yourself.
- In the Filters section, click on the button Add a Filter, to add new filters to the report
- A popup list will appear, containing all filters which can be added to this report.
- Checked filters which are greyed out cannot be deselected
- Place a checkmark to the left of each filter to be added.
- Press OK
- The selected filters will be available for use.
- Press Save to save the customized report
- 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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