The screen will look a little different depending on whether you are creating your very first Custom Report or if you are creating your second, third or tenth. Or maybe even making one by taking a copy of one of your old favorites.
The functionality of how you set up the report is of course the same.
CREATE YOUR VERY FIRST CUSTOM REPORT
You get a pop-up where you select which data set you want to build your Custom Report on.
It is mandatory to name your report and you will not be able to save without it.
You can filter your data. You would want to do that so you get a faster report generation.
It is possible for you to filter on some master data and then you can filter on all active Allowed values Custom Fields and Hierarchy Custom Fields.
Suppliers can filter on those Custom Fields they are allowed to see.
You also get to set how many decimals you want on any Price fields you might have in your Custom Report.
The bigger data set you generate your Custom Report on - the slower the report will be.
When you select data for Custom Fields you get to select which of the allowed values you want in your data set.
If you select multiple values for the same Custom Field a logical OR will be used - meaning that it can be one of the allowed values or another of the allowed values.
When you select different Custom Fields a logical AND will be used - this means that the data set will have the value for Custom Field 1 and the value for Custom Field 2
In all the data option you can easily find the data you want by using the search option. It will search in the section you have selected.
Once you have made your selection of all the data options you will see the entire selection on the right side of the pop-up. Here it will be easy for you to remove any unwanted data selection - simple click on the tiny "x" next to the name.
If you use Dividers in your Custom Fields these will appear in your filter pop-up and you can use them to expand collapse any Custom Field section.
For some data option you can choose to filter on "blank" this will help you to find styles where you need to add data. Just slide the "Include Blanks" to it's green and that option will be included.
Now it is time to save your Custom Report.
Click on Save and you have your first Custom Report.
This will contain the default columns:
- Style Logo
- Style Name
- Style Number
- Supplier Name
Now it is time to select the columns you need in your Custom report:
CREATE YOUR NEXT CUSTOM REPORT
The next Custom Report you create you just click on the tiny star
And you will get the exact same pop-up.
COPY A CUSTOM REPORT
You can also create a new Custom Report by taking a copy of one of your old ones.
Mouseover on the saved favorite you want to take a copy of.
Click on the tiny "Copy" icon.
Now you get the data set pop-up and you can give the copy a new name or change your data set.