Custom Report Generator - Advanced

Custom Report Generator - Advanced Once you’ve created a custom report, you can: Modify it Email it Send it to Excel

Modifying a Report You can modify a report as soon as you run it. You can modify saved reports. There’s no limit to how many times you can modify a report.

Modifying a Report You can modify any report from the report screen. You can modify a saved report from the Custom Tab.

Modifying a Report The modifying screens look and work just like the report creation screens. Just add or delete something…

…then click the Run button. Modifying a Report …then click the Run button.

Modifying Summary Modifying a Report You can modify saved custom reports, or those you are working with at the moment. The report will use current patt data each time you open or run it.

Emailing a Report To share custom report formats, save them to patt and email a link. Following the link runs the report in the recipient's patt account. When the recipient opens the report, it runs using current patt data. Different offices or different security levels may not see the same report data.

Emailing a Report Click the “Email this report…” button

Emailing a Report A standard Outlook email screen opens. Notice that there is no attachment…you’re sending a link, not a file.

Emailing a Report The person who receives the link clicks it…

Emailing a Report And is taken to the ProcessWorld login page*. *If they already have patt open, they won’t see the login steps.

Emailing a Report They log in and click the patt icon…

Emailing a Report And the report runs.

Emailing a Report Emailing Summary You can email a link to saved report formats. You can add text to the email, if you like. Following the link runs the report with current patt data. The report runs in the recipient's patt account.

Sending to Excel You can do limited data manipulation in patt… But Excel is better for any advanced sorting or calculations. Saving a custom report as an Excel file captures the data generated by the report.

Sending to Excel Click the “Send to Excel” button.

Sending to Excel You can choose whether to open the report or save it to your computer.

Sending to Excel If you open the report, it will open inside Internet Explorer and you may not have all the Excel tools.

To Access Excel Tools in IE

To Access Excel Tools in IE A better Excel toolbar

Sending to Excel If you want to do serious work with the report data, save the report to your computer as an Excel file.

Sending to Excel Or you can save the open report from IE…

Sending to Excel Excel Summary Saving a custom report as an Excel file captures the data generated by the report. Excel lets you do advanced data manipulation and calculations.

Custom Report Generator - Advanced Summary - Once you’ve created a custom report, you can: Modify it over and over Email a link to the format in patt Convert the current data into an Excel file