System Reports

Creating a new User Report

1. Click Reports in the toolbar at the top of the screen.
   
   
2. Click New Report in the dropdown menu to open the User Report Wizard.
   
   
   
   
3. Enter an appropriate Name and Description for your report.
   
   
4. Select a relevant Category e.g. Nominal
   
   
5. Select a Focus e.g. Nominal PL Charge
   

1. In the Columns section, choose which columns you want to appear in your report.
   
1. The Available columns are displayed on the left, and the Selected columns will appear on the right.
   
2. Use the arrows in the centre to make your selections.
   

1. Click Next to move to the Query Build screen.
   
   
   
   

The Query Build screen

You must select at least one filter.

1. Click the +  button and choose Column (a single filter) or Group (multiple filters).
   
   
   

Columns

1. In the first dropdown, select which field to filter your report on.
   
   
   
   
2. In the second dropdown, select how to use that field.
   
1. For exact matches, choose Equal To, and for everything except the selected value choose Not Equal To.
   
2. Greater Than will give you everything with a value more than the selected value, and Less Than will give you everything with a value below the selected value.
   
3. If you want to include the selected value, choose Greater Than or Equal To / Less Than or Equal To.
   
   
   

For example, Development Number - Greater Than - 100 would give you all developments with a development number of 101 and above, whereas Development Number - Greater Than or Equal To - 100 would give you all developments with a development number of 100 and above.

1. In the third dropdown, select whether you want to Ask the user for input when they run the report or Set a pre-defined condition. If you have selected Equal To in the previous dropdown, you may also see options to Lookup or Lookup when run. This allows you to select from a list of available data.
   
   
   
   
2. If you want to add further conditions, click the + button again and choose another Column.
   
   
3. In the dropdown between the two conditions, select AND (conditions from both queries must be met) or OR (conditions from one query or the other must be met). 
   
   
   

Groups

1. Once you have set your filters, click the Next button on the bottom right of the screen to go to the Specification screen.
   
   

The Specification screen

1. If you set a field to Ask, you will need to input data into that field before you can run the report. If you selected Lookup when run you will need to choose an option from the dropdown.
   
   
   
   
2. Once you have entered any additional information, click Run.
   
   
   
   
3. This will generate a results set organised by the columns you selected in the first screen.
   
   
4. Drag the column headers to the top of the report to group your results by that column.
   
   
   
   
5. Click Show Advanced Properties to organise your results further.
   
1. This will open a list of options on the left of the screen. Here you can edit the appearance of your results e.g. change the colour of the cells to highlight information.
   

1. Click Next to generate a preview of your report. 
   
   
   
   

Previewing and Saving the report

1. To manipulate the view, use the Mouse Action dropdown in the bottom left corner.
   
   
   
   
2. Use the Print and Save buttons to print your report, or export a copy.
   
1. Click Page Settings to make amendments to the page layout before printing or saving.
   
2. User Reports can be exported and saved in .xlsx format which supports larger data volumes.
   
   
   
   

1. Click Finish in the bottom right corner to save the report to the User Reports menu so that you can return to it at a later date.
   
   
   
   
2. You can now access the report by going to Tools - Reports - User Reports.
   
1. User Reports will open on the Specification screen, but you can use the Back button to change the set-up of the report each time you run it.