Create Transactions Reports

You can create a report for different types of transactions such as location based transactions, work center based transactions, and so on.

To create a report:

  1. Click the Reports on the left-side pane.
  2. In the Reports screen, click the Create Report button.
    Figure 1. Select Objects and Reports


  3. In the Report Configuration window,
    1. Select the Objects such as Transactions, Users, or Productivity on the left side.
    2. Select the Reports on the right side.
  4. In the Report Name field, click the Edit icon to update the title of the report, if needed.
  5. In the Group by Fields field, select or add the columns to group the data by the selected columns in the report.
  6. In the Columns field, select the required columns to display in the report.
  7. Click Save or Save As on the top right to save the report with a different name.
    The report is saved successfully.
    Figure 2. Add Report Details
    In this screen, you can,
    • Make the report favourite using the Favourite icon next to the Report Name field.
    • Search the columns using the Search bar.
    • Apply the filters in the Filter tab to load a few records.
      Note:
      Filter doesn’t apply to the bar chart.
    • Undo and redo the actions that you have performed using the Undo and Redo icons.
    • Show the data in the bar graph using the Bar Graph icon.
    • View the preview of the report using the Preview icon.
    • Download the report into excel format using the Download icon.
    • Sort the columns in the table using the Sort icon.
    • Hide, move left, move right, stick, and group the columns.
      Note:
      To access the Hide Column, Move Left, Move Right, Stick, and Group Rows by this Column options, click the More icon next to the columns.
    Note:
    To see Reports, click Hamburger menu on the top left and then click the Expand icon next to the Dashboard.
    In this screen, you can,
    • See the recent, favourite, and all reports.
    • Search the reports using the Search bar.
    • Sort the columns using the Sort icon next to the columns.
    • Make the report favourite using the Favourite icon.
    • View the preview of the report using the More icon > Preview option.
    • Edit the report using the More icon > Edit option.
    • Hide, move, stick, and group the columns in the table.
    • Freeze the particular column using the Stick option.
      Note:
      To access the Hide Column, Move, Stick, and Group Rows by this Column options, click the More icon next to the columns.
    • Export the report to excel format using the More icon > Export to Excel option.
    • Copy the existing report to create a new report using the More icon > Copy option.
    • Delete the report using the More icon > Delete option.