Dynamic Reports - Creating a Dynamic Report

Overview

In addition to using Dynamic Reports that come pre-configured in SmartOffice, users can create their own reports to run.

Watch the Training Class: Building a Dynamic Report

There are quick and advanced methods for creating Dynamic Reports.

• Quick report: The quick report method enables the user to create and run a Dynamic Report using common options with minimal configuration. Unlike advanced reports, quick reports do not require in-depth report setup and are not saved in the system for future use by default. However, the user has the option of performing advanced setup and/or saving a quick report for future use.
• Advanced report: Users who want in-depth control of a Dynamic Report's layout and content can use the advanced method. This method requires that the user perform report setup, and reports created in this way are automatically saved in the system for future use.

Tip: It is also possible to create a report by copying an existing report. For more information, see Modifying and Copying Reports.

Creating a Quick Report

- From the SmartOffice side menu, select Reports > Dynamic Reports to open the Search Dynamic Reports dialog box. Then click the Quick button.

- From the Dynamic Report List, select Menu > New Quick Report.

1. Do one of the following:
2. When the New Quick Report wizard opens, select a report family and category.

When the user selects a category, the preview on the right changes to give the user a general idea how reports in that category look. However, the report can be customized later.

1. Click the Next button to run the report and view its results.

For information about working with quick report results and saving the report for future use, see Running a Dynamic Report.

Creating an Advanced Report

- From the SmartOffice side menu, select Reports > Dynamic Reports to open the Search Dynamic Reports dialog box. Then click the New button.

- From the Dynamic Report List, select Menu > New 'Dynamic Report' record.

1. Do one of the following:
2. When the Dynamic Report Setup wizard opens, follow the steps to configure report options. For more information, see Dynamic Report Setup.

For information about working with report results, see Running a Dynamic Report.