Custom Report Generator Part One - Basic

Custom Report Generator The Custom Report Generator lets you design your own reports to meet your specific needs. Select data Format data Sort data

Saved Reports Custom Report formats can be saved and modified. Reports can be saved as Excel files. You can send saved reports to other users via email.

CRG Steps Define Search Criteria Assign Grouping, as Needed There are 4 basic Steps to create a Custom Report: Define Search Criteria Assign Grouping, as Needed Define Column Headings Identify Fields to be Sorted

Reporting Example Let’s say we want to find all Oil Production projects in the North American Gulf area with a bid value above $25,000. Let’s see how to do that.

The Completed Report This is the report we want to make. Grouping column Other columns

Step 1 - Search Criteria Operates like Email Notification Criteria. We start with Search Criteria.

Step 1 - The Menu Tree The CRG menu tree is based on patt architecture. The items underneath “Project” reflect a Project Page.

Step 1 - Search Criteria 1. Select criteria from the menu tree.

Step 1 - Search Criteria 2. Select filters from the dropdown lists.

Step 1 - Search Criteria 3. Click “Add” to move your choices into the Search Criteria box.

Step 2 - Grouping Grouping formats your report so that duplicate information does not replicate on each line. Grouping is not required. Fields you “group by” automatically become column headings. Fields you “group by” are automatically sorted.

Step 2 - Grouping Select fields from the dropdown list.

Step 2 - Report – with no Grouping

Step 2 - Same Report – with Grouping

Step 3 - Column Headings Sets how the report will display. Grouping fields automatically become columns. Fields in the “Selected Fields” box will display left-to-right as columns in the order they appear. Grouping fields come first. If you select a field as a column heading that you’ve already chosen for Grouping, the field will be duplicated on your report.

Step 3 - Selecting Columns Use the menu tree to select fields.

Step 3 - Selecting Columns Click the Left/Right arrows to move fields.

Step 3 - Selecting Columns Click the Up/Down arrows to change their order.

Step 4 - Sorting The sort is done based on the order of the fields. They will be sorted in descending order. Only a few fields will be needed. It’s common to run a report without a sort. Fields selected for Grouping will also be sorted first.

Step 4 - Sorting Select a field.

Step 4 - Sorting Click the Left/Right arrows to move it.

Step 4 - Sorting Click the Up/Down arrows to change field order.

The Completed Report Grouping column Other columns

CRG Training – Part 2 See Part 2 of the CRG training for more details: Modifying Reports Emailing Reports Sending Reports to Excel