Creating User-Defined Reports

Contents

To create User-Defined Reports, do the following:

1. Navigate to Standard Reports by selecting Go To >Reports >Standard from the Top Navigation bar, or select Reports > Standard from the Left navigation bar.
2. The Manage Reports screen is displayed. From the Tree pane, go to the My Report folder and select any reports sub-folder underneath.  If you don’t have a sub-folder underneath the My Report folder, then you must create a sub-folder first.  For example, you can create a sub-folder called Excel-Based Report.  Highlight the Excel-Based Report, by selecting it.  

   Note:  You can specify any name for this sub-folder. Excel-Based Report is just an example.

3. From the List pane, click on the Create User-Defined Report button. Click on the Selector button next to the icon and choose User-Defined Excel Report.
4. From the General tab enter a name for the report.
5. From the Data Source tab, you can add, or delete one or more Ad-hoc templates or you can select any of the available Standard Report templates. The Standard Reports that are displayed are the ones that have a tabular output. Most reports do, but those that have only a PDF output are not shown in the list of available reports.

   Note: The report you choose must NOT have any parameters needed at run-time. The report should produce an output without any setting of parameters. It is recommended that you make a copy of the Standard Report that you want to use as a data feed into your My Reports folder. This way you can set all necessary parameters that the Standard Report may need. If you are using Ad-hoc reports, you should similarly ensure that the reports do not require any input parameters.

6. Enter a name, select a source template, and enter an Order ID. You can click on the Add More link to add more source templates.
7. The Source is where you specify the Ad-hoc report template or the standard report that will be used as the data source to feed into your Report Template.  You can have several sources of Ad-hoc or standard reports.
8. From the Output tab select the report format (XLS or ZIP). Select if you want to edit the parameters during runtime.
9. Click the  Run Report icon to run the report.

   Note: You can open the report in Excel and add your own tabs. Your tabs can contain any Excel formulas, coloring, borders, text, charts, pivot tables and even Macros. These can refer to cells in the EnterpriseTrack data feed tabs.
   You should not make any changes or edits to the tabs fed from EnterpriseTrack – these will be lost in a subsequent run of the report. You can however make any number of your own tabs.
   These tabs can have formulas that refer to the tabs of data fed by EnterpriseTrack. In this way you can create any arbitrary Excel output you wish. Note that when you refer to data ranges in the data tabs from EnterpriseTrack, you should know that there may be fewer or more rows in each run of the report depending on the underlying data set chosen. This can often be handled by just naming the column of data as the range in the Excel formula (example A:A or C:C).

10. From the Details tab, click on the General tab and upload the file you created in Step 9 as the Report template. This template will then be populated at the next execution of the report, with the latest data. If you wish the change the template by modifying its appearance or any formulas, you can re-upload the modified template at any time.
11. From the Output tab select the report format (XLS or ZIP). Select if you want to edit the parameters during runtime.
12. Click the  Save button, or click  Cancel to discard your changes.
13. From the List tab, select the report you created and click on the Schedule and Email tab. Select the run type (Manual or Scheduled). If you select Scheduled, then you can choose to send emails.
14. From the History tab, you can view the history of this report. Click on the  Edit icon to select how long you want to save the reports.
15. The Sharing tab allows you to see if this report is shared with other team members. You can also edit this tab to allow others to view your report.
16. From the List pane select the report you created and click on the  Run Report icon in the Action column to run the report. When the report is run, EnterpriseTrack will generate the report by populating the latest data into the tabs and retaining the formatting you set up in Step in Step 9.
17. You can also set a bookmark for this Excel report for easy access.