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New Custom Report

To create a new Custom Report,  

1.  From the Main Management Menu go to Reports > Report Writer > New Custom Report.
 
   


2.  Enter in a new Report Name.

3.  Select a data source from the drop down list and click on Save.

The following Data Sources are available

• Customer Details  - this has Customer related data 
• Employee Details - this has Employee related data 
• Employee Hours Worked - this has data related to Employees and their Clock In and Clock Out Times 
• Employee Time Spent - this has data related to Employees and time spent on Tasks for particular Jobs and Products
• Jobs - his has data related to Jobs and Tasks
• Tasks - this has data related to Tasks and Jobs 
• Products - this has Product related data. 

Checking the Distinct check box will show only unique data - ie data rows that are the same will not be repeated.

4.  Select a field or fields from the drop down field box and click Add

To sort on a field, select from the sort column - you can have a maximum of 3 separate sorts.  If you do not want this field to be sorted on,  leave the sort blank

To select a set of available data, choose a value from the following Selections

• Equals
• Between
• Less Than
• Greater Than
• Contains
• Not Contains
• Is Empty.

Most of these are self explanatory but note that

• If using Between, you need two criteria
• When using a date, the date should be in  yyyy-mm-dd format eg the 1st of March 2019 should be 2019-03-01. 

5.  Finally, click on Save.  To run the report see Run a Custom Report.


Some examples may help in understanding how this works - see Examples. 

See also