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Report

Create a custom report

In addition to the standard forms and reports that are available in the application, you can create custom reports that can include special values and formulas.
  1. Select
    Setup
     and then
    Custom Reports
    .
    note
    Depending on your security configuration, you might need to enter the master password before you can open the Custom Reports window.
  2. Select
    Add
    , enter a description for the new report, select a template (optional), and then select
    Continue
    .
  3. In the Custom Report Layout window, select the columns to include in the layout.
    tip
    Use
    Move Up
     and
    Move Down
      to change the placement of a column in the report.
  4. To include values from custom treatments in the current report, choose T1, T2, or T3 (treatment variables) from the
    Select category
     field. Then, choose the columns to include. (You'll choose which custom treatment each treatment variable corresponds to in
    Options
     and then Miscellaneous tab.)
  5. To include a special customized column, select
    Add Calculated Column
    . When you're finished, select
    OK
     to return to the Custom Report Layout window.
  6. Select
    Continue
    .
  7. Select the Presentation tab.
  8. Choose the presentation options you want to use for this report.
  9. If you chose to include columns from the treatment variables category, select the Miscellaneous tab to select which custom treatment each treatment variable corresponds to.
  10. Select
    OK
     to return to the Custom Reports window.
  11. Select
    Done
    .
    note
    • You can create an unlimited number of custom reports.
    • Each custom report automatically shifts from portrait to landscape format as necessary when you add additional columns for the report or choose a larger font size. When the width of the report layout exceeds the size for printing in landscape format, you'll receive a message stating the report will be available for export through the Export Asset Data utility and the Print window.
    • All custom reports are available for printing for any client (as well as for all computers running Fixed Assets CS on a network) and are listed in the Custom tab in the Print window.

This article applies to:

  • PRODUCT: Fixed Assets CS

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