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How To Generate Or Run And Edit A Custom Report

The purpose of this article is to provide you with an easy-to-follow process to generate or run and edit a custom report built in the DotActiv software.

Applicable Products: DotActiv Pro, DotActiv Enterprise

Once you have created a custom report, you and your colleagues can reuse the report template.

Generating A Custom Report

After opening DotActiv’s software, ensure you are in the ‘Reporting’ tab. In the ‘Advanced’ section, click on the ‘Custom Report’ icon.

From the drop-down menu, select ‘Generate A Report’.

Doing so brings up the ‘Custom Report – Templates’ window where you can select the report template that you want to run. You can also use the file directory field to locate the file.

Select the template and click ‘Open’.

Next, map the data sources in the report template as seen in the GIF below.

Once done, click on ‘Create’.

Drilling Into Different Levels Of Custom Report

If you have added multiple fields to a graph or grid, you can drill into each level by left-clicking on it.

If you would like to drill back up, right-click on the graph or the grid.

Editing and Refreshing Your Custom Report

If there is something you would like to change on the report, click on ‘Edit Template’ in the ‘Edit’ section under the ‘Tools’ tab.

This will bring up the original Report Settings where you can make changes. In the left-hand panel, you can add various objects or move them around your report.

If you’re satisfied, click on ‘Save’ and go back to the report that was run. Then, click on ‘Refresh’, which you can also find in the ‘Edit’ section to show any updated changes.

Should the above steps not work for you, please create a support ticket and DotActiv support will assist you in uncovering the issue.

Updated on October 26, 2020

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