Creating a Custom Report

AdminStudio 2023 | 25.0 | Reports

Edition:This feature is available in Workflow Manager only.

To create a new custom report, perform the following steps.

To create a new report:

In the navigation bar, click Create Custom Workflow Manager Report on the Reports menu. The Step 1: Select report objects panel of the Create Custom Workflow Manager Report page opens.

Select the objects that you would like to include in the report and click Next. The Select report fields panel opens, listing all of the defined fields by object type. Only the objects that you selected in the previous step will be listed.

Select the report fields that you would like to include in the report and click Next. The Select report filters panel opens, where you can filter the data that you want to appear in the report.

Click on a field in the tree and set its filter on the right side using the drop-down boxes and the text box, selecting appropriate logical conditions which are populated according to the selected field. Each time you create a filter, click Add to add the filter to the current filter conditions.

Note:Even though you may not have included all of the available report fields in this report, you can still filter the data using all of these report fields.

Click Test to test the created query for your report.

When you are satisfied with the filter conditions, click Next. The Templates panel opens, listing all available template data.

Expand the templates in the tree and select the data that you want to include in the report. All of the data groups and data elements associated with the selected template are listed.

To display only those templates that are in use in the Available Templates list, select the Templates in use only option.

Click Next. The Specify general information panel opens.

Enter a Report name and Description to clearly identify the contents and purpose of this report. This name and description will be listed on the All Reports page.

10.

Select the Administrator and Consumer roles that you want to have permission to view this report.

11.

Click Next. The Save and preview report panel opens, which displays all the information needed to create the report.

12.

Click Save and preview. The report is generated. This report is also saved and now appears in the list on the All Reports page.