Creating Custom Reports

Reports that you have generated can be customized and saved so they can be used in the future.

Customization enables you to limit a report to selected clients and categories using Columns, Filters and Sort order to include only the data you require. You can customize saved reports, or you can create custom reports from scratch to display the information you require. Instead of having to select criteria filters and columns each time you run the report, you can simply select and run your saved custom report.

A customized report can then be saved under the following:

•    My Reports

•    System Wide Reports

Customized My Reports that are configured and saved at the user level can only be viewed and run by the user who created them.

If you have the Manage Firm Level Reports user right, a radio button appears on the report page that allows you to save the report as a System Wide report or My Reports (personal) report. When you save the report with the System option, the saved report will appear in the System Custom Reports section of the report page, allowing all firm users to view and run the report.

The following steps to configure and save a custom report apply to all the new XCM reports (a small number of reports do not allow column selection).

To create a custom report:

The following section describes how to customize a report, For example, Due Date Summary report.

Step 1

1.    Open a report and select the relevant criteria with the filters.

Due Date-Summary Report

2.    You can select more than one entry from the Type of Task and Status selection boxes. To select multiple entries, press Ctrl and then click on the items you want to select.

3.    After you finish selecting the entries, click Close at the top or bottom of the screen. The selected Task Types and Statuses are displayed in the Report page.

Step 2

4.    In the Select Client/Entity filter, select All Clients/Entities or My Clients/Entities as applicable. The My Clients/Entities option limits the report results to all Tasks that have Roles (Staffing roles assigned on the Control Sheet) assigned to the logged in user. The All Clients/Entities option includes all Tasks in the report results. If you select My Clients/Entities, you can select the clients/entities for whom the report is applicable from the list of clients/entities displayed. This filter is not available on all reports.

Step 3

5.    In the Pick Columns and Sort Order section, select Default.

6.    Click Choose to open the Set your default columns dialog where you can select the report columns.

7.     Select the check box beside a column name to include it in the report.

8.    You can now:

•    Click Reset to clear all the columns selected.

•    Click Select All to select all the columns.

•    Click Save and Next to save the columns selected and move to the next step in customizing a report.

9.    In the Set the default sort by columns dialog, select the columns from the Pick displayed Sort Order box, and click  to move them to the Sort by box.

10.  After you have moved the columns in the sort order you require, click Save & Close to return to the Reports page.

Step 4

11.  After you have selected the appropriate values (filters, columns, and sort order) detailed above, click Save Custom Report to open the Save Custom Report dialog.

12.  In the Report Title text box, type a name for the report you want to save.

13.  In the Report Description text box, type a description that would make it easy for you to identify the saved report. As a best practice, include the selected filters as part of your report description.

14.  Click Save to save the report and return to the Report page. The saved report is available under the System Wide Custom Reports or My Custom Reports based on the selection of radio buttons in the Choose Custom Report option.

15.  You can now do the following:

•    Click Run to view the results.

•    Click Edit to modify the filter. You can change the existing filter or create a new custom report. For more information, see Save as a Different Report.

•    Click Change under Column Sort to add or remove columns and change the sort order.

•    Click Change under the Description column to change the report description if required.

•    Click Delete to remove the report from the custom report section.

When you click Edit you return to the Report page. You can now modify the filters to expand your review or limit the report results. Click Save to update an existing report with recent changes.

Save as a Different Report

This feature enables you to create multiple reports from a saved custom report using the Edit option. You can use the saved report as a base and build other similar reports with additional slight variations in the data if required.

For example, if you want to run separate due date reports for each firm partner, you would first create an initial report using filters specific to one partner, include the columns you want in the report, and save the report with an intuitive name related to that partner. To generate a similar report for another partner, click Edit corresponding to the report name that was saved for the first partner. Make the necessary changes specific to the other partner, and then click Save Custom Report. Select the Save as a different report check box, change the Report Title and Report Description, and then click Save. You will now see two reports in the Custom Report section, one for each partner, and you can efficiently create additional partner-specific reports as needed in the same manner.

To save as different report:

1.    In the Report Title text box, specify a meaningful name to identify the report.

2.    In the Report Description text box, change the description based on the filter you have used or modified.

3.    Select Save as different report.

4.    Click Save to save the changes done.

5.    Click Close to return to the Reports page.