Reports

Custom reports

If you have a standard license, you can set up custom reports. A custom report is based on a standard report that has been modified to suit your needs. You can specify the columns and criteria you want to include. Typically, you would set up a custom report if you want to use different sorting or grouping criteria from a standard report, or to include different data. Standard reports cannot be edited, so if you want to change any parameters in a standard report, you must set up a custom report.
  1. Select
    Reports
     on the navigation bar and select a report option.
  2. To add a new report, select the
    Add
     button on the toolbar ribbon.
  3. On tab
    1 | Welcome
    , select the
    Next
     button.
  4. On tab
    2 | Report Type
    , select a report type in the list.
  5. Use the tabs on the setup wizard to define the content and appearance of the report.
  • You can click the
    Next
     and
    Prev
     buttons to navigate between the tabs in the setup wizard or click directly on a tab at the top. You must complete each tab.
  • On tabs that prompt you to move items from one box to another, select options in the
    Available Columns
     box and move them to the
    Selected Columns
     box using the buttons.
Details...
  • If you want to include all columns in the
    Available Columns
     box, click the double arrow button. All columns appear in the
    Selected columns
     box.
  • To include only selected columns, select the columns to include and click the single arrow button.
  • You can use the up and down arrow buttons to change the order of the columns on the report.
Tab
Procedure
3 | Report Template
Use this tab to indicate whether you want to create a new report, or a report based on an existing report. Click a button to select an option:
  • Select the
    Create a New Report
     button to create an entirely new report.
  • Select the
    Use and existing Report as a Template
     button to create a report based on an existing report.
4 | Display Columns
  • This tab shows the columns that you can include in the report and is based on your selection on tab 3. If you are creating a report based on an existing report, you will be presented with options that are on the report you selected as the template.
  • In the
    Available columns
     box, select the columns to include in the report.
5 | Group Columns
The report will be grouped by the columns in the
Select Columns
 box. Select the
Add page break
 checkbox to start a new page after the first column in the box.
6 | Sort Columns
The report will be sorted by the columns in the
Select Columns
 box.
7 | Total Columns
Totals will be included for the columns in the
Select Columns
 box.
8 | Filter Columns
You can control the information that appears on the report by selecting values in
Column
 ,
Operator
 and
Value
 dropdowns. Click the
Add
 button to add the filter criteria to the
Criteria
 box.
You can add multiple filters, or select the
Remove
 button to remove a filter.
The operators are different for numeric and non-numeric fields.
  • Text fields contain a
    Like
     or
    Not Like
     field.
  • Numeric or date fields only mathematical operators
  • If date is selected, a calendar will to allow selection of a comparison value.
9 | Save Report
Enter a name for the report in the
New Report Name
 field.
10 | Complete
Select the
Save
 button to create your report.

Using the Custom report

Custom reports appear on the list of other reports of the type you selected.
  • To update an existing custom report, select the report in the list and select the
    Edit
     icon on the toolbar. The wizard opens and you can navigate to the applicable tab and update the report.
  • To delete an existing report, select the report in the list and click the
    Delete
     icon.
note
You cannot edit or delete standard reports.

This article applies to:

  • PRODUCT: ONESOURCE Fringe Benefits Tax
  • Subject: Reports