Create a report

Build a new report by choosing an entity, columns, criteria, and sorting.

Create a report

Introduction

This is the basic flow for building a report from scratch.

Detailed explanation

A report starts with a name and a primary entity. The entity defines the report subject. Then add columns, optional criteria, and sorting.

Step-by-step guide

1

Open the report editor

Go to Reports and click Create report.

2

Name the report

Enter a name. Description and file name are optional.

3

Choose the primary entity

Select the main subject, such as Work orders, Hours, or Invoices.

Add a secondary entity if you need related data. For example, add hours to work orders.

4

Add columns

Select the columns you want to see. Search, add several at once, and drag them into order.

5

Set the criteria (optional)

Open the criteria editor to limit which records appear. See Configure report criteria.

6

Set the sorting

Choose a sort column and direction. A secondary sort is optional.

7

Preview and save

Use Preview to check the result. Select Save, then use Download to export an Excel file.

FAQ

Can I duplicate a report instead of starting over?

Yes. Use Duplicate to copy an existing report. Adjust the copy without changing the original.

Where do saved reports go?

They stay in the Reports overview. You can reopen, edit, and download them anytime.

References

• Configure report criteria
• Choose and arrange report columns