Minimum Version Required: 24.01
Pre-Conditions
Adding Custom Reports - Requires 'Fusion Edit' and 'Global Setting Edit' permissions
Steps
How to Create Reports Using the Report Library
1. Using the Universal Search bar, navigate to the Report Library dashboard.
2. Browse the Library with the tabs to see the different Report Types:
Common Reports
Sales Reports
Production Reports (Production customers only)
Operations Reports
AR Reports
Financial Reports
HR Reports
3. Search for a report by keyword or title in the search bar or browse reports in the categories
4. Hover over a report title for a preview and description
5. To view a specific Report, click the report title.
6. Utilize the Quick Edit side panel and click Create Report to:
Apply data filters
Add or Reorder Columns
Add/edit Graphs
View/Modify Settings
7. Click Save Report As to save the report.
a. Save the new report under the username in the "Report Owner" field to access it in the future.
b. Click Save.
Add Company Custom Reports into the Report Library
1. Create an initial report that will be shared with the company.
2. Using the Universal Search bar, navigate to the Report Library Categories table.
3. Click Add Report Library Categories (if one does not already exist).
4. Click "Sub Tables", Then select Report Library Placements.
5. Add a Report Library Placement record
Link the Report ID to the Category.
Set the appropriate icon and sequence in the Category.
6. The new report should be added to the Report Library dashboard in that category immediately upon refresh.