Custom Report Creation Using Reporting Tool


Anand

2021-08-16 16:39:34


1. Login into ERP, Check For Report Tool option in Homescreen.


2. Click on Slider, to open Report tool screen.

 

Adding New Custom Report Using Reporting Tool
 1. Start Typing in Textbox to select field available in ERP.
 2. Click on add columns button to add new textbox to select field.
 3. You can click on icon to change attributes for corresponding field
 4. You can click on icon to add textbox next to corresponding field
 5. You can click on icon to remove corresponding textbox

Once you have added all the fields, Click on Save to Custom Report Button to save the data, fill all the required details to Generate OTP, enter OTP and save the record.

 

Update Existing Custom Report Using Reporting Tool
 1. Select existing saved report from dropdown, it will automatically add all the fields to make it ready for editing.


 2. Once required changes are made to the existing report. click on UPDATE CUSTOM REPORT button to update the record