Custom Reports Tutorials

The Custom Reports screen shows the reports created in Edit Reports. It can be added to any Menu Group as a whole, with a dropdown list of only the reports you are authorised to view, or as individual reports.

💡These tutorials explain how to view a custom report, customise its chart and fix common problems.

How to View a Custom Report#

1. Navigate to Custom Reports.
   • Note: The navigation depends on where the module is added in your menu system.
2. Select the report you want to view from the dropdown list next to Report.
   • Note: If an individual report is added to a Menu Group, there is no dropdown list. The report is automatically selected.
3. Click View (button).

How to Customise the Chart#

1. Navigate to Custom Reports or a specific custom report.
2. Select the report you want to view from the dropdown list if applicable.
3. Click View (button).
4. Click Chart (tab).
5. At the bottom, there are two buttons:
   • Click Customize Chart:
     • On the Series tab, check or uncheck fields to show or hide them.
     • Sort by (bottom of the popup): Select a field to sort the chart from the dropdown list.
   • Click the name of the chart (e.g. Column diagram):
     • Click any of the other diagrams to display the chart in a different format.

Troubleshooting: Custom Reports#

• “Please select a report” Error:
  • Ensure a report is selected from the dropdown list before clicking View (button).
• Empty Grid:
  • Check the filter settings (e.g. date range or dynamic filters) to ensure they match the available data.
• “No SQL Statement Provided” Error:
  • The selected report lacks a valid SQL query. Edit the report to provide a query.
• “URL has not been linked” Error:
  • The row you right-clicked has no URL in the field that the report’s Attachment drilldown uses. Check the record, or the drilldown’s Fieldname in Edit Reports.
• “Access Denied” Error:
  • You do not have user access to the custom action you selected, or to Edit Actions. Check with your administrator.
• Amount or Time Worked Showing Zero:
  • If a custom report rounds the entries to the nearest integer, amounts or time worked may show as zero.
  • To check, export the report in .xlsx format (Output (button)) and open it in Excel. Increase the number of decimal places for the column showing zero values.
  • If increasing the number of decimal places solves the problem, edit the report and increase the number of decimal places.
• Custom Report not on Dropdown List:
  • If a custom report is not showing on the dropdown list, User Access might not be set for that report.
  • If user access is set, you might not have access to view a particular report – check with your administrator.