Create a Report

In order to create a new report, you first need to create report field groups. These form the criteria upon which the report is based.

Report Field Groups are as follows: 

• What information you want – this is the 'Select Field Group' (Mandatory).
• In what case you want to get it – this is the 'Search Field Group'.
• In what order you want it displayed – this is the 'Sort By Field Group'.
• How the information should be grouped – this is the 'Group By Field Group'.

Step-by-step guide

To Create a Report Field Group:

1. Login as an Administrator.
2. Navigate to Reports Design → Report Field Groups (zReportFieldGroup.aspx).
3. Click New.
   
   
4. Choose a logical name for your field group code and name (e.g 'myReportSelect').
5. Click OK.
6. Click Fields.
7. Click New.
8. Select the required Table, a heading for the column, and the required field. For example, a report to display all product codes:
   1. Table - Product
   2. Heading - Product Code
   3. Field – Product Code
9. Click OK.
10. Repeat Steps 7-9 as required.

To Create a Report:

1. Login as an Administrator.
2. Navigate to Reports Design →  Report Design (zReportDesign.aspx).
3. Click New.
4. Populate the fields as required, e.g.:
   1. Report Code - MyReport
   2. Report Name - My Report
   3. Table – Product
   4. Select Field Group - myReportSelect
      
5. To save, click OK.

The report should now be available to run by navigating to Reports → Run Reports and following the prompts.
 

Additional Information

Related help

• Page:
  Create Report - Tables
• Page:
  Field Groups
• Page:
  JSON Field Groups