If you share a report with someone, they can perform all these actions except for editing. Click this button to make changes to the report. Click this button to select which fields you want to display on the current layout. For example, a report could list all the manholes in a sewer network, summarize the sales figures for a chain of stores, or list all the parcels in a. A report can contain a tabular list of attributes, summary information, or both. Click this button to add temporary filters to highlight different items based on the parameters you choose. Generate a report to share a well-formatted, multipage representation of your data. Enter any word in the search box to find relevant items in the report. Once you have configured and saved your report you can perform the following actions: Choose a field, select the order as ascending or descending and then click Done. You can set the default sorting of your report. The new condition can be either AND (all conditions must be met) or OR (any one condition must be met). Choose the fields that you want to based on your filter and then enter the conditions.Ĭlick + Add new filter button to add more filters and conditions to the same field. Click the Add advanced filter button to add a filter. To narrow down specific data in your report, you can add filters. You will see a sample set of 10 items in the report preview on the left. You can choose an unlimited number of fields for your report. These are system-generated fields that are created by default for a case system. These are fields you created on your case form and are unique to your case system. There are two types of fields to choose from. To configure the report, start by choosing the fields you want to display, on the right panel. ![]() Provide a name for the report and click Create.Click + Create report and then choose Tabular report.To create a tabular report, click the Reports button on your case system page. ![]() Tabular reports can be used to display your case system’s data in rows and columns forming a grid similar to a spreadsheet.
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