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Notes:
A summary report
performs calculations that summarize selected report data. The calculations
you can select include sum, average, min, max, and count. If the report you
are creating includes a drill down report, create the drill-down report
first. More
To create a summary report:
From the Main
menu, select Reports.
The Reports screen appears. From the submenu
under the main menu, select Create New Report.
The Select Report Type screen appears. Select the
Summary Report option button and click Next
The Select the Report Columns - Step 2 of 5 screen appears From the Data
Type column, select the category of data you want to include in the report.
The Available Columns section fills in with the fields for the data
type you select. From the Available
Columns list, select a field and click the arrow pointing right.
The field appears in the selected columns list. The fields are displayed
in the report in the order in which you select them.
Note:
To select all fields from the Available Column list, select the double
arrow pointing to the right. To remove fields, use the left-pointing arrows.
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Tips: |
The first column you select is used to group the
report columns. For example, to create a report for Total Exposure by
Business Unit, ensure that Business Unit is the first column listed in
the Selected Columns section. This means that the Business Units will
be listed in order, making the report easier to read and analyze.
If the report includes a Customer # column, the
customer # is a link to access the customer's Basic screen. |
To add columns
for a different data type, select the type from the Data Type list and
repeat step 5. When you have
added all the fields for the report, click Next.
The Select the Information to Summarize - Step 3 of 5 screen appears. Select the
summary type for the fields you want calculated. For number fields you
can select Sum, Average, Minimum, Maximum or Count. For string and date
fields you can select count. If you do not want the field to be calculated,
do not make a selection for the field. Click Next.
The Select the Report Criteria - Step 4 of 5 screen appears.
Add filters
used to select the data for the report. How?
To proceed
to the next screen, click Next.
The Select the Chart Type - Step 5 of 5 screen appears. Do one of the
following:
If you do not
want to add a chart to the report, keep the selection from the Chart Type
list as None and click Finish. Add a chart
to the report. More
To continue
to the next screen, click Finish.
The Save - Run Report screen appears. In the Name field, enter the name for the report
that appears when you are searching for the report. In the Category
list, select the category for the report. Selecting a category for a report
makes it easier to locate the report. Optionally,
in the Title field, enter the title that appears on the report when the
report is generated. Do one or both
of the following:
To save the
report definition, click Save before clicking Run to generate the report.
This means that the definition is available for future generations. To run the
report, click Run.
You do not need to save the definition to run the report.
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