QuickEasy Custom Reports is an integrated report-writer that gives you immediate access to numerous standard Reports relating to Customers, Sales, Quotations, Work-in-Progress, Purchasing, Production, Inventory, Accounting and more.

In addition to fields that display values from your database, calculated fields can be added to Reports. Calculated fields display the result of a calculation on other fields in the Report - much the same way as a spreadsheet works.

For a more visual display, QuickEasy Reports can be viewed as an interactive, customisable chart which in turn can be viewed as a Column, Bar, Line, Area or Pie diagram.

User settings enable you to control which Reports may be accessed by individual users. In addition, you can add a parameter to Reports to filter out the records linked to other Users. For example, Sales Reps could be restricted to viewing their own Customers.

The Custom Reports module is linked to the Dashboard. For more about the Dashboard module, click here.

Discover Custom Reports

• Get Started

• Custom Reports Interface

• Custom Reports Setup

  • Edit Custom Reports

• Report Actions

Get Started

• The Reports module is a fixed module that needs to be added to the Main Menu or/and to the Tile menu using Main Menu > Setup > Menu Manager.

• User Access needs to be granted to access Reports Setups. User access for Reports Setup is Role based, navigate to Main Menu > Setup > Settings > Roles > Select Role > Reports Group > Reports Setups - Access Allowed.

  • If these Settings are not available, click on the Add/Update button to add the desired Settings.

• Once Reports has been created, Role Access needs to be granted to allow the User to view the Report. To grant Roles access, navigate to Main Menu > Setup > Settings > Roles > Select Role > Reports Group > Reports - Access Allowed. Click on the Edit text in the Value field and simply specify which existing Reports the selected Role has access to. This can be done from within Custom Reports Setups as well (see below).

Custom Reports Interface

Business reports are an essential tool for you to run a business optimally. Without reports, its very difficult to make informed decisions. You can load business reports from a file, as well as custom-created. The Reports Interface is where you view the selected Report's results.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Reports > Select Report from Select field > View

1. Select - The Select drop-down list will be populated with all the Reports the User has access to. Simply select a Report and click View (3).

2. Date Filter - This field allows you to filter the Report by date. If the Date filter is not applicable to the selected Report, it will then be hidden. The Date filter is usually used when a Report requires one or two date parameters.

3. View - Click this button to view the Report selected in the Select field (1).

4. Output - This allows you to Print or E-mail the selected Report's results.

   • When a Report is E-mailed, the REPORTID is populated to EMAILS.REPORTID. This create a link that allows you to see which Report was E-mailed. In addition, the value of the field named TRANSID is added to EMAILS.TRANSID (If the field exists in the Report).

5. Menu - The Menu button provides the following additional functionality:

   • Reset Data Filters - This will reset the data filters.

   • Data Grid Options - This provides the following Data Grid (7) functionality:

     • • Conditional Formatting - This allows you to add Excel-inspired Conditional Formatting parameters. The Conditional formatting is set at runtime and will persist if the grid is saved. Formatting includes colour highlights, bars and icons based on the cell value.

       • Show Filter Row - This will hide or show the Filter Row in the data grid.

       • Date Grouping - This allows you to group the data by Date, Month, Year or Relative.

       • Automatic Row Height - This will automatically set the Row height.

       • Expand/Collapse Groups - This will expand or collapse all the data grid groups.

   • Pivot Grid Options - This provides the following Pivot Grid (9) functionality:

     • • Date Grouping - This allows you to group the data by Date, Day of the Week, Week of the Month, Week of the Year, Monthly, Quarterly, Yearly.

   • Print Data Grid - This will print the current displayed data grid.

   • Print Pivot Grid - This will print the current displayed pivot grid.

   • Print Chart - This will print the current displayed chart.

   • E-mail PDF - This will e-mail the Report in PDF format.

   • E-mail Excel - This will e-mail the Report in Excel format.

   • Export Data Grid - This allows you to export the current displayed data grid.

   • Export Pivot Grid - This allows you to export the current displayed pivot grid.

   • Edit Reports - This will open the Reports Setup Interface (more below).

   • Save/Restore Grid - This allows you to save or restore the data grid. Functionality to Save Grid (All Users) are also available.

6. Info - Clicking the Info button will display the Report's description in a pop-up window. See image below:

7. Data Grid Tab - The data grid tab displays the Report's data in grid form. The fields shown in the data grid are set up in the Custom Report Setups (more below).

8. Group by Column - This allows you to Group data by column. Simply drag and drop the desired column in this row and the data grid will automatically change to display the records in groups as specified. See image below:

Multiple columns can be dragged into this field to create sub-categories. See image below:

9. By right-clicking on a Report's records, the following additional functionality becomes available:

• • Open Transaction - This will open the linked Transaction.

  • View Summary - This will open the relating Summary.

  • Open File - This will open the relating Module/File.

  • Output - This allows you to Print or E-mail the selected record.

10. Actions - Actions are used to update the selected records in the Report. Actions are set-up in the Custom Reports Setups, see more below.

11. Pivot Grid Tab - The Pivot Grid tab displays the Report's records in a diagram.

a. Grid Layout - Here you are able to change the layout of the diagram by simply dragging and dropping the column headers and changing their order. This field also provides the actual values as a summary of the diagram.

b. Diagram - This field displays a diagram of the Report's results.

c. Customize Chart - Clicking this button will open a pop-up window allowing you to customise the chart.

d. Diagram Chooser - This allows you to select the desired diagram you wish to see. You are able to choose from the following diagrams (image below):

Custom Reports Setup

Navigation

Main Menu > Reporting (Customisable Menu Title) > Reports > Menu > Edit Reports

Once you've clicked on Edit Reports, the Edit Reports window will appear, listing all the Reports created or loaded in the database.

1. New - This will create a new Custom Report.

2. Load - This allows you to load a Report from an external source, e.g., importing a Report created and supplied by QuickEasy Helpdesk.

3. By right-clicking (or by clicking on the Ellipsis) makes the following additional functionality available:

   • Edit Report - This will open the selected Report's Setup allowing you to edit the Report (more below).

   • Copy Report - This allows you to copy the report. This is handy when you want to create a Report similar to an existing Report.

   • Save to File - This allows you to save the selected report to an external source. This file can then be loaded on a different database.

   • Set Roles Access - Here you are able to specify which Role has access to the selected Report. This can be done from Main Menu > Setup > Settings > Roles tab as well.

   • Delete Report - This will delete the selected Report.

Edit Custom Reports

Navigation

Main Menu > Reporting (Customisable Menu Title) > Reports > Menu > Edit Reports > View > Select Report > Right-click - Edit Report

1. Name - Enter the name of the Report here.

2. Description - Here you can explain the purpose of the Report. What is entered here will be displayed when the Information button is clicked in the Custom Reports Interface.

3. Drilldown - Here you are able to specify the Key Fieldnames for the Transaction, Customer/Customer Summary, Supplier/Supplier Summary, Item/Item Summary, Detailed Ledger and Workflow modules if the Report is linked to any of those modules. You are able to select form the following Key Fieldnames:

   • TRANSID

   • DOCID

   • STAUS

   • TRANSDATE

   • COMPANYID

   • CUSTOMER

   • CATEGORY

   • LISTNAME

   • EMAIL

   • REFERENCE

   • TOTAL

   • CONSTANT

4. Output - The Template and HTML boxes will automatically be checked if a Template or HTML has been linked to the Report.

5. Edit SQL - This will open the SQL Editor allowing you to add SQL to the Report. Use the Edit SQL button to add the SQL query which in turn will create the data fields for the Report. The Data fields will be displayed in the Fields data grid (7) from where they can be customised further by setting the Editor, Alignment, Summary, etc.

6. Edit HTML - This will open the HTML Editor allowing you to add HTML to the Report.

7. Menu - The Menu button provides the following additional functionality:

   • Edit HTML - This will open the HTML Editor.

   • Load Reportbuilder (.rtm) file - This allows you to load a Reportbuilder file.

   • Clear Template - This will remove the linked Template. This function will be greyed out if no Template exists.

8. Fields Tab - The Field data grid will list all the Fields set to calculate the Report. These Fields are automatically added to the data grid by the Report's SQL.

   • To enable the Pivot Grid, you need to select from the options in the Pivot Grid column to determine if/where the column is to be displayed in the Pivot Grid.

9. Drilldown /PK Drilldown - This allows you to link a Drilldown to any Number, Text or Date Field. The Drilldown column contains the Module and the PK Drilldown column specifies the field where the ID for that module is saved. Fields that have drilldown functionality will be ‘hyperlinked’ (Underlined) - you just click on the field to drilldown (see image below). When drilldown functionality is selected, the field’s editor is automatically set to ‘Hyperlink’.

10. Actions Tab - Here you are able to set-up Report Actions (find more about Report Actions below).

11. E-mail Attachments Tab - The E-mail Attachments tab allows you to add attachments that will be sent with the Report when the Report is E-mailed. See image below:

Click the Add button to add an E-mail Attachment. The data grid will populate with a new row where you can specify the Type - Document or Report and then Load the Document or Select the Report linked to the Attachment.

Report Actions

You can use Actions, which are linked to Reports, to update the selected records in a Report. These actions are customisable and there are very few limitations to what they can do. Examples of how Report Actions can be used, include:

• Bulk Invoicing of Subscriptions.

• Creating Purchase Orders for Materials that have reached their minimum Inventory level.

• Adding interest to overdue accounts.

• Batch changing of Transaction Status.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Reports > Menu > Edit Reports > View > Select Report > Right-click - Edit Report > Actions Tab

1. Description - This will be used as the Caption in the Actions menu displayed in the Custom Reports Interface.

2. Confirmation - This will be used as the Confirmation message - leave this field blank if a confirmation message is not required.

3. Note - A description of what the Action is expected to do.

4. By right-clicking on an Action (or by clicking on the Ellipsis) provides the following additional functionality:

   • Edit SQL - This will open the SQL Editor allowing you to add a SQL query to the Action, the SQL that will be executed when the Action is fired.

The SQL is the heart of the Action and will be executed once for every selected record in the Grid. It contains the Update statement that updates data or executes a procedure to update the data.

The SQL can contain Parameters that match the Field names in the report. A list of available Parameters is available from the Parameter list at the bottom left of the SQL Editor.

• • Copy Action - This will copy the selected Action including it's SQL.

  • Delete Action - This will delete the selected Action.

When a Report that contains Actions is viewed, the Action menu will appear at the right of the Report's data grid (image below). Actions are applied to the visible and selected records in the Grid and can be executed in any one of the following ways:

• • Double-click the Action in the Action Menu

  • Select the Action, select the records to be Actioned and press Enter.

  • Select the Action, select a Record, press Enter, scroll to next record, press Enter, etc.