¶ Introduction
This screen enables you to create and run queries for customized reports tailored to your specific requirements.
Navigation: Accounting > Report > Customized Report
¶ Add report
- Click on the New button to create a new report.
2. Enter Basic information:
- Title: name of the report. This field is mandatory.
- Header: name for each column in the data table that will later be generated once you run the query.
- RMK: remark for the report. Enter this field if you would like to add a description to the report.
These settings will be mapped to the data results per below image.
3. Provide search conditions and select the type of data for each condition.
4. Enter query (including above search conditions) to get the data.
5. Click Save. Your report will be added to the Report List.
¶ Generate report
If you haven’t created a report, refer Create Customized Report to save a new report before following these steps:
- Select a report in the Report List. Click on the Run Query button to open a popup.
- Enter search conditions.
- Click Search. The results are returned per below image.
- You can also click on the Excel button to export your data to an Excel file.
