User Guide

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Report Designer

Report Designer
 
The reporting module provides a data extract tool to view all data collected during a script run, and generate a report in a variety of formats (for example, Excel spreadsheets, Word documents (mail merge), PDFs, etc). 
 
1

Customer Select and Search

1. Customer Select and Search
Double click a customer to view the scripts that can be reported on for that customer:
 
 
Double click a script to View, Add, Delete or Import reports for that Script
 
2

Cross Script Reports

2. Cross Script Reports
Select, Add, Delete or Copy an existing Cross Script Report.
3

Report Workspace

3. Report Workspace
Once a report has been selected or added, the Report Options will appear in this space in order that the report can be created or edited using the tabs along the top.
4

Report Options Tab

4. Report Options Tab
The Report Options tab is where the main setup for the report is carried out.
5

Report Fields Tab

5. Report Fields Tab
The Report Fields Tab is where the fields from your script, or special fields, are added to your report.
6

Filter Report Tab

6. Filter Report Tab
The Filter Report Tab is used to filter or exclude any unwanted data from your report, e.g., records with a certain outcome or between certain dates.
7

Field Styling Tab

7. Field Styling Tab
The Field Styling tab is used to format the output of the fields you have added to your report in the report fields tab. 
8

Report Groups Tab

8. Report Groups Tab
The Report Groups Tab is used to setup groups so that a collection of reports can be sent to the same customer simultaneously using standard settings
9

Report Attachments

9. Report Attachments
The Report Attachments Tab enables you to attach additional files to send with the report (for example, a PDF detailing terms of business).

The contents of Report Designer

Outbound Reporting
Delimited File Reports
Excel Reports
Plain Text Template
PDF Template
Rich Text Template
HTML Template
XML File Report
Cross-Script Reports
Joined Script Reports
Save to Path
Tab: Report Options
Tab: Report Fields
Tab: Filter Report
Tab: Field Styling
Tab: Report Groups
Tab: Report Attachments