How To / Create a Report

Quite often when loading a connector, i.e. General Ledger, a default databrowser displays with a report that has already been created. However, there may be times when you want to create your own report. The below is an example of how you can create a report.

• Ensure a data browser widget is added.

  • To Add a widget:
    • Ensure Edit Mode is open.
    • Select Manage Widgets
    • Choose Data Browser

• The widget will now display ready for you to start making your changes.

• Add fields to the widget.

• You might want to zoom to a particular layer.

• You may want to present your data in a different layout.

• Do you want to filter your data?

• Do you need to apply any conditions?

• Do you need to apply a time series?

• Once you have the widget the way you want it, you can now save it.

  • Ensure Edit Mode is open.
  • Click Save.

• With the report now saved, you may want to send it to excel:

  • Right mouse click in the data browser widget.
  • Choose Send To.
  • Select Excel.

• Or, you may want to send it to a report:

  • Right mouse click in the data browser widget.
  • Choose Send To.
  • Select Report.

To reopen the report.

• From the Navigation Tree.
• Choose Reports.