Creating a User-Defined Report

Allows you to modify a standard report and save it as a custom user-defined report which you can save to your Favorite List.

Use this task to modify a standard delivered report using filters and create a custom user-defined report. The new report is added to your Report List with a "U" to the left of the report name.

  1. Select eStatus.
  2. Select a report under the Report List tab.
  3. Select Filter Options.
    The main filter parameters appear with default values selected.
  4. Select the filters for specific search criteria.
  5. Select Advanced Filter.
    1. Enter filter criteria.
    2. Select Add Filter. The added advanced filter criteria appears next to the Advanced Filter field on the filter panel.
  6. Select Filter.
    Records matching the entered search criteria appear.
  7. Select Save.
    The Save New Report As screen displays.
  8. Enter a name for the user-defined report.
  9. Select Save.
    The new report is added to the Report List with a "U" to the left of the name.