Report Wizard

Use a Report Wizard to build a report in a step by step manner by choosing attributes and metrics as well as constructing the static filter that will become part of the report definition upon saving.

General steps to create a report using a wizard:

  1. From the main menu click Reports to select Create Report.

  2. In the Create Report screen click on any wizard title to begin creating the report.

Header Report Wizard - header level tender report

SKU Detail Report Wizard - detail level SKU report

Statistics Report Wizard - statistics level report. Advanced statistics include Filtered, Level, and Transformation metrics.

Tender Detail Report Wizard - detail level tender report

  1. Answer the prompts to select the attributes, metrics, prompts, attribute filter qualifications, and metric filter qualifications.

  2. Click the Run Report button to preview the report and make any additional changes, or click the Save button to save the report as it is.

Note: different when saving  a report made with a wizard.

Related Topics

Creating a report

Filters

Prompts

Evaluating qualifications at the report or grid level

Attribute Element List prompt

Attribute Element List Qualification

Attribute Form Qualification

Attribute Qualification prompt

 

 

_____________________________