About creating User-Defined Reports

Overview

You can create two types of reports:

• Summary reports that summarize report data using the calculations you specify. You can select that the data be calculated as a sum, average, minimum, maximum, or record count. The calculation choices available depend on whether the field is a number, string, or date.

• Tabular reports that list the data you select in tables and rows without performing any summary operation on the data.

When creating reports you select columns for the report from the available data types configured by your administrator. If you have defined additional information (user-defined fields) for any of the available data types, these fields are also available to use in the report. Your administrator selects from the following data types when configuring reports.
 

Linking to customer and transaction information in eCredit from your user-defined report

You can link to customer and transaction information in eCredit from your user-defined report from the following columns:

Adding charts to user-define reports

You can add charts to the reports you define, specifying the type of chart, the category (data on the x axis) and value (numeric data on the Y axis), the grouping, the title, location and size for the chart. If you are linking the report to a drill down report, you must include a graph in the report. More

Related topics

• About Generating User-Defined Reports

• About Creating Drill-Down Reports

• Creating Tabular Reports

• Creating Summary Reports

• Creating the Top Level Drill-Down Report

• Creating Child Drill-Down Reports

• Example of Drill-Down Reporting

• Working with Standard and Custom Reports Created for You