User-Defined Report Types

You can create and run user-defined reports of the following types:

Tabular: This is the basic report format, arranging information vertically in columns. Tabular reports are a way to present related information for multiple records on the same page.

Cross tab: Cross tab reports allow the display of data on two axes. Cross tab reports enable users to run time-series reports defined by two data sources, for example, payments made per quarter per vendor.

Summary: Summary reports can be run to display summary data that can be used on project/shell, program and company Summary views.

Alert: Project/Shell-level alert reports are used to set up and customize the generation of system alerts, based on a project/shell trigger that you specify. For example, you can have alerts let you know when your remaining budget is getting low. Alerts are set up and customized by users for their own use using alert reports.

When creating a new user-defined report, the process is similar for all report types. The Columns tab is the only tab that is different for each report type. Additionally, only Tabular reports have a Group By and Sort By tab.

See Also