Custom Reports

Good Morning! I have been with my company for 2 months and I'm just now starting to manipulate TS info. There was a custom built report in our database and when I go in to edit the report - no information comes up on the Design tab to show me how it was done. Is this common? How can I find out how a report was completed??

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  • 0
    How do you know it is a Custom Report? When you open the report (where you can filter and sort) what does it say in the title of the window at the very top left of the report definition after the words Report Entry: ?

    The thing with Custom Reports is that they are NOT a riff on an existing report, so the user has completely free rein to do whatever they would like. Thus making it hard to advise you here.

    As a general rule, if I were looking at your report, I would want to take a look at: What kind of report is it? and by that I mean, which tables is it pulling from. I.e., is this a Client custom report which would pull fields from the Client Information tables, or a Slip based report?

    Next, I would look to see which fields have been chosen to be included from those tables. This is what is a bit strange about your question as in a true Custom Report, you should see the fields in the Design view. If you do not see any, then you may just be using a canned report that has had some customizing done to it via the Selection Filters, Subtotals and Options.
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  • 0
    How do you know it is a Custom Report? When you open the report (where you can filter and sort) what does it say in the title of the window at the very top left of the report definition after the words Report Entry: ?

    The thing with Custom Reports is that they are NOT a riff on an existing report, so the user has completely free rein to do whatever they would like. Thus making it hard to advise you here.

    As a general rule, if I were looking at your report, I would want to take a look at: What kind of report is it? and by that I mean, which tables is it pulling from. I.e., is this a Client custom report which would pull fields from the Client Information tables, or a Slip based report?

    Next, I would look to see which fields have been chosen to be included from those tables. This is what is a bit strange about your question as in a true Custom Report, you should see the fields in the Design view. If you do not see any, then you may just be using a canned report that has had some customizing done to it via the Selection Filters, Subtotals and Options.
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