The order in which the fields are selected is the order they will appear on the report. To adjust the order of the fields, use the arrows (circled in yellow above) to move them up or down. After the fields have been added, select the sort order of the information. (This step is optional.)
Select the primary, secondary and tertiary order as necessary. After selecting the sort order, select whether the information should sorted in ascending or descending order.
The next area that can be populated is the Criteria section. This section will allow the user to specify the data that will be pulled back in this report. (This step is required to run an Accounting or Benchmarking report. It is optional for all other report types.)
To begin, select a field name; an example would be Account Number. From there, select an option such as equal to, in or not equal to. After selecting the logical equation, fill out the criteria. For help filling out the Criteria section, click on the “*Help” link above the first Critera column. This will bring up the following menu that will provide some examples:
The last section is the Aggregate Function area. This section gives the option to select to aggregate the data from a variety of fields including Account Number, Bill Month, Bill Create Date, Bill Status Indicator, and Commity Type. Depending on the the category chosen, different aggregate functions will be available. (This section is optional.) An example is below:
After all of the necessary selections have been made, there will be 3 available actions that can be performed on this report.
These options include:
1. Submit – This will return the report information within the browser using a new tab or a pop-up window.2. Save –Name the report and then click the “Save” button.
3. Export – This will export the report to Excel.