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Queries and Reports

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• The Query Report Generator is considered a legacy feature. No new features will be built within this module. In future versions, features may become deprecated and issues may be present. We recommend moving to the newer, supported reporting features within our product. For more information on formally announced end-of-life dates, see the System Requirements and Compatibility document.

Create a custom report

Create groups for reports

Create user-defined items for reports

Customize the layout of reports

Define sorts for reports

Delete a report

Design a query or report

Include report items in a restriction rule

Perform a quick-view query

Restrict a report

Restrict query/report filters for specific user groups

Run a report

Save a report

Select data items for reports

Set up outer join reports, such as a report that will display work orders with no reason code

Sort the data

Tips for sorting