Summary reports allow you to total certain fields based on your specifications. This type of report can give you an easy way to view important totals throughout the application.
Step 1. Access the Custom Report Wizard
To begin creating a new report select the Report tab, then in the left side menu click the link for "Reports" inside the Manage Reports node. This will display a full list of existing custom reports as well as give you the option to create a new one. To begin this process select the New button.
Step 2. Define Report Details
After you select the new button you will be presented with the report detail entry screen. It will look similar to below
Here you will want to define some details for your new report.
|Report Name||Enter what name you would like to label your new report as. This will be the name that is displayed within your billing application.|
|Entity Name||As described earlier in this article, here you will want to define what entity your report is related to. For example to create a report listing all accounts with appropriate details, you would want to select ACCOUNT as the entity.|
|Report Position||This drop-down menu will allow you to place the report link anywhere within the application. Select the drop-down to display a list of your application hierarchy. Remember that each application may differ depending on your implementation, but you will notice the drop-down menu will reflect the structure of your specific environment.|
Once you have these details specified select the next button to continue.
Step 3. Define Report Fields and Filtering Options
After continuing the next page will allow you to select which fields to display in the report and what fields you would like to be able to filter results by. The form will look similar to below.
Show Grand Total and Show Subtotal: Select one of these two boxes to enable the summary report function. Sub total will total smaller sections, which grand total will give you an overall total of all summed fields.
Report Fields: In the Report Fields table you will be able to select which fields are generated and included in the new report every time you run it. Select the cell under the Entity Field Name column to display all options. Select which field you would like to include. Next to that cell under the Override Label column, type what text you would like the column in the report to be labeled as. As common throughout the application use the green "+" and the red "-" to add or delete rows.
|Field Name||Use the drop-down to select a field to include in your report. This drop-down will consist of fields determined by the entity you selected in the last step. The map of entities can be found on the main report page here.|
|Convert Function||This field will produce a drop-down menu. Use the options to truncate date fields to particular formats.|
|Report Label||In this field you can define how you would like the column to be labeled in the actual report.|
|Summary Function||Use this drop-down to perform actions of the column. This should only be used on fields that are strictly numerical. The options will be:
|Pivot||Do not use this field for a summary report. This will only be used for a pivot report.|
|Sort Order||Select from the drop-down the priority for sorting.|
|Sort Direction||Select ascending or descending to determine the direction of sorting for the selected field.|
|Field Format||Use this field to format numbers in either $###,###,###.00 or ###% formats.|
Report Filter: The report filters are where you will define how to filter your report contents. Select the cell under the Entity Field Name to select which field you would like to be able to filter. Next to that cell under Override Label, type in the actual text you would like to see in your application prompting you to filter said field. The next cell will allow you to select how you want the application to filter the results based upon user input. Select the cell to display a list of all filtering options. An example would be if you wanted to run a report with Accounts, but wanted to be able to only list accounts starting with the letter "R" your entry would look similar to below.
|Field Name||Use this drop-down the select which field to filter by. These fields are determined by the entity selected in the previous step.|
|Report Label||Use this field to set a user friendly name that will display on the UI.|
|Condition||Select the condition for filtering the results using your field.
|Default Value||If you would like a value to be displayed by default, enter this value here.|
|Required||Here you can select yes or no, which will determine whether or not the field will be required to run a search.|
The Filter Logic field will allow you to determine custom rules for the filters. The order is sequential with the rows in order, starting with the non date filters. For example if you have two non date filters and you want to show results that match any of the two criteria, you would enter "1 or 2" in the filter logic field. Date field start after non date fields. If you have two non date fields and 1 date field, and wanted to perform the same logic as above but requiring the date field, you could write that as such "(1 or 2) and 3".
Select the next button to continue.
Step 4. Define Report Permissions
The last page will allow you to select which types of users will be able to view and run your reports. The permission selection screen will look similar to below.
Under the Execute column, next to the appropriate user type, select yes or no depending if you want that particular user to have access to the new report. Once you have your permissions set, click the save button to submit your new report. Finally head to the location you placed the report in the first step and confirm the report functionality.
Summary Report Example
Please see the summary report example for a full walk-through of creating a functional summary report.
Summary Report Example