Custom Reports allow you to create any type of report your heart desires. Without filter selection, you can choose any type of data and apply any condition you wish in order to maximize the output of your form. Once you are satisfied with your new report you can save it and it will be available to you at any time.
Before you get started
Before you start creating your first report there is an important factor you need to understand.
The report customization works with filters. Each filter you add builds upon itself adding more data to your report allowing you to choose and specific column of data you want to display. As you add more filters the more you will see. So let’s show you how the filters work
There are four main parts to a filter
- Condition
- Column
- Operator
- Value
Condition – A condition is two options. AND and OR. Depending on what you pick will change how your report shows you the data you specify. It is very important to understand the difference between them
- AND – Is absolute, meaning that the report must show this data
- OR – Is open-ended, meaning that your selected data may or may not be shown. The AND operator will always supersede an OR operator.
Column – A column is the type of data you would like to view in your report. There are many to choose from.
Operator – A operator is used to perform operations on values.
Value – The type of value that you would like to see or not see. A * means all records.
So with the example image above this is a report from our Assets Manager. This filter is saying “Show me the asset number that is equal to all records”. The output below shows you a single column with all the Asset Numbers you have in your manager.
