To create User-Defined Reports, do the following:
- Navigate to Standard Reports by selecting Go To >Reports >Standard from the Top Navigation bar.
- From the Tree pane, select 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 first create a sub-folder. For example, you can create a sub-folder called Excel-Based Report.
- From the List pane, click the
Create User-Defined Report button, and choose User-Defined Excel Report. - From the General tab enter a name for the report.
- 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.
Notes:
- You must choose a report that does not require any parameters at run-time. The report should produce an output without setting any 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
- 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. This name will become the name of the tab in the output Excel report
- The Source is where you specify the Ad-hoc or Standard report templates 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.
- From the Output tab select the report format (XLS or ZIP). Select if you want to edit the parameters during runtime.
- Click
Run Report.
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.Note: 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 (e.g. A: A or C: C).
- From the Details tab, click on the General tab and upload the file you created in the previous step as the Report template. This template will then be populated at the next execution of the report, with the latest data. If you wish to change the template by modifying its appearance or any formulas, you can re-upload the modified template at any time.
- From the Output tab select the report format (XLS or ZIP). Select if you want to edit the parameters during runtime.
- Click the Save button.