To create a standard report click on either Issues Report, Support Report, Knowledge Base Report or Client Report from the Reports Tab. The report editor screen will appear as shown below:
To reduce and filter the items in the report choose from the filters available. You can choose more than 1 item in a list by holding the CTRL key or the SHIFT key to select a range
The option user choice allows the user to choose the filter when the report is previewed. For example, this allows you to produce a generic issues outstanding report and the user selects the product
Choose the fields to display from the left hand side list and click on the > button to move the field into the list of displayed fields. You can move items in the displayed fields list by clicking on the up and down buttons
Similar to displayed fields choose the fields to display from the left hand side list and click on the > button to move the field into the list of sorted fields. You can move items in the sorted fields list by clicking on the up and down buttons.
Filters
To reduce and filter the items in the report choose from the filters available. You can choose more than 1 item in a list by holding the CTRL key or the SHIFT key to select a range
The option user choice allows the user to choose the filter when the report is previewed. For example, this allows you to produce a generic issues outstanding report and the user selects the product
Displayed Fields
Choose the fields to display from the left hand side list and click on the > button to move the field into the list of displayed fields. You can move items in the displayed fields list by clicking on the up and down buttons
Sorting
Similar to displayed fields choose the fields to display from the left hand side list and click on the > button to move the field into the list of sorted fields. You can move items in the sorted fields list by clicking on the up and down buttons.