1. Custom Report Generator Part One - Basic

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

3. 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 .

4. 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

5. 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.

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

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

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

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

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

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

12. 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.

13. Step 2 - Grouping
Select fields from the dropdown list.

14. Step 2 - Report – with no Grouping

15. Step 2 - Same Report – with Grouping

16. 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.

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

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

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

20. 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.

21. Step 4 - Sorting
Select a field.

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

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

24. The Completed Report
Grouping column
Other columns

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