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iHome > eSalesTrack Help Menu > User > Data > Reports > Creating Reports


Creating Reports

Reports can be created from information in any module.  Reports have a lot more capabilities than views do.

To create a report:

1. Click on the Report module (you may need to add it to your library).

2. Click New Report.

3. Give the report a Name and a Description.

4. Select a Primary module.  This is the module that the report is based off of.  You can pull in information from modules that are related to this module.

5. Select the scope for the report.  The users that you select here is the information that will be in the report.  You can hold Ctrl down and select more than one.

6. Next select the fields that you would like to have as your column headers by checking the boxes next to the name of the field.  You can also add related modules here and add information from them.  To add a related module grab the drop down labeled "-- Add Module --"  and select the module you would like to add.  You will need to select a join type.  If you have questions about join types click the button. 

7. Once you have checked the fields you can select the order of them by clicking the "up" and "down" buttons.  The field at the top will be the column on the left.  The next field below will be just to the left of the top field and so on.  Here you can also choose to sum, average, min, or max any of your columns.  They must be numeric fields to do so.

8. Next choose which field you would like to sort the report by. 

9. The next section is where you can add filters to the report if you do not need to see all of the records.

10. Click "Save and Close" when you are finished.

11.  You will see the report now when you click on the report module.  You can click on the name of the report to view the report.

See also