Custom Reports

Good Morning! I have been with my company for 2 months and I'm just now starting to manipulate TS info. There was a custom built report in our database and when I go in to edit the report - no information comes up on the Design tab to show me how it was done. Is this common? How can I find out how a report was completed??

  • 0
    How do you know it is a Custom Report? When you open the report (where you can filter and sort) what does it say in the title of the window at the very top left of the report definition after the words Report Entry: ?

    The thing with Custom Reports is that they are NOT a riff on an existing report, so the user has completely free rein to do whatever they would like. Thus making it hard to advise you here.

    As a general rule, if I were looking at your report, I would want to take a look at: What kind of report is it? and by that I mean, which tables is it pulling from. I.e., is this a Client custom report which would pull fields from the Client Information tables, or a Slip based report?

    Next, I would look to see which fields have been chosen to be included from those tables. This is what is a bit strange about your question as in a true Custom Report, you should see the fields in the Design view. If you do not see any, then you may just be using a canned report that has had some customizing done to it via the Selection Filters, Subtotals and Options.
  • 0 in reply to Nancy Duhon
    Ok, correction. Its Engagement Budgets by None report which was renamed. So I'm going into the Regular E:BbN report and its still excluding many engagements. I'm not sure why as it should be capturing all of them...
  • 0 in reply to itsasmallgirl
    Two things.

    Do all Engagements have budgets?

    If you have anything in the Selected Filters, remove it. This is hard to internalize, but when you filter, you are asking for LESS than all the information. So if you feel like something is missing, remove the filter to let more data in.
  • 0 in reply to Nancy Duhon
    ok! So the engagements have a custom budget field and ALSO i needed to set up the budgets. Problem Solved!

    Follow up problem - Can I get the budgets from the budgets that are set up to auto feed into a report? I cant find it as a field I can place in a report.
  • 0 in reply to itsasmallgirl
    There are six preset budget reports already in the program. Can you tell us what about those reports is not working for you?

    You seem to be intent on creating a custom report by adding fields, which is fine, but this bulletin board is not a good way to try and get assistance with that. I'd recommend hiring/paying a consultant to work with you individually on something like that because we really need to put some eyes on what you are doing.