Custom Reports Tutorial

Overview#

• A custom report shows your data as a list (the Data Grid). Reports with pivot fields also have a Pivot Grid with a chart.
• Each report is an SQL query. Creating reports needs some knowledge of SQL, or QuickEasy can create them for you.
• For every button, field and setting on the screens, see Custom Reports.

💡These tutorials explain how to view custom reports, create and change them, add filters, pivot grids, charts and drilldowns, give users access and fix common problems.

How to View a Custom Report#

1. Navigate to Custom Reports.
2. Select the report from the dropdown list.
3. Set the filters that appear, for example, the date range or the customer.
4. Click View (button).
5. If the report has a pivot, click Pivot Grid (tab) to see the pivot and its chart.
6. To open the record behind a row, right-click the row and select the option, for example, Open Transaction or View Customer Summary. These options only appear if the report has a drilldown.
   • Note: When the report has extra information, i (button) turns blue. Click it to read the information.

How to Create a Custom Report#

1. Navigate to Custom Reports and select Menu (button) > Edit Reports.
2. Click New (button).
3. Complete the header:
   • Name = Enter the report's name.
   • Description = Enter what the report shows.
   • Code = Enter a short name.
4. Click Edit SQL (button), enter the report's SQL query and save it. The Fields tab now lists the query's fields.
5. On Fields (tab), set each field's Caption, Alignment, Summary, Decimals and Visible as needed.
6. Click Save (button).
7. Give the users access to the report (see How to Give a User Access to a Report below).

How to Change a Report Safely#

1. In Edit Reports, click Menu (...) on the report and select Copy Report.
2. Make your changes on the copy, and test it on the Custom Reports screen.
3. When the copy works, make the same changes on the original report.
4. Delete the copy: Menu (...) > Delete Report.

How to Add a Filter#

1. Open the report in Edit Reports and click Edit SQL (button).
2. Add the parameter to the query's conditions, for example, where T.TRANSDATE between :DATESTART and :DATEEND for a date range, or and T.CUSID = :CUSID for a Customer filter.
3. Save the SQL and the report. The filter appears the next time you select the report.

How to Add a Pivot Grid and Chart#

1. Open the report in Edit Reports.
2. On Fields (tab), set Pivot Grid for the fields to use:
   • Row = The values down the side, for example, the customer.
   • Column = The values across the top, for example, the month.
   • Data = The numbers to add up, for example, the total.
   • Filter = A field to filter the pivot by.
3. Click Save (button).
   • Note: The report now has a Pivot Grid (tab) with a chart. On the Dashboard, a report with a pivot shows its chart.

How to Add a Drilldown#

1. Open the report in Edit Reports.
2. Make sure the SQL query returns the ID of the record to open, for example, TRANSID for a transaction or CUSID for a customer.
3. Under Drilldown in the header, select the field that holds the ID next to its module: Transaction, Customer, Supplier, Item, Detailed Ledger, Workflow or Filename.
4. Click Save (button).
   • Note: Users can now right-click a row and select the matching option:
     • Open Transaction
     • View Customer Summary
     • Open Customer
     • Open Supplier
     • Open linked Item
     • Open Detailed Ledger
     • Open File

How to Give a User Access to a Report#

Access can be set for a user (all their reports) or for a report (all its users).

For a User#

1. Navigate to Main Menu > Setup > Settings > Users (tab) and double-click the user.
2. Find General > Reports - Access Allowed and click Edit... in the Value column.
3. Move the reports the user may view to the Selected section.
4. Save the settings.

For a Report#

1. In Edit Reports, click Menu (...) on the report and select View/Edit User Access.
2. Move the users who may view the report to the Selected section, and click OK (button).

How to Add a Report to a Menu or the Dashboard#

• Menu: In Menus, add the report to a Menu Group with the Report radio button (see Menus).
• Dashboard: Add the report's ID to the user's Dashboard settings (see How to Set Up Your Dashboard).

How to Move a Report to Another Database#

1. In Edit Reports, click Menu (...) on the report and select Save to File. Save the .qer file.
2. In the other database, open Edit Reports and click Load (button).
3. Select the .qer file. The report is added. If the message "Invalid Report file." appears, the file is not a report file.

Troubleshooting#