Create a New User Report Type
A user report's data fields will rely on the user report type that it is utilizing. It is a requirement for a user report to have a user report type since this will determine the data source of the report.
It's also best practice to create a user report type for each user report in the system, and to avoid reusing the same user report type for another user report.
Click here to learn more about user report types, and check out this article to learn more about configuring user report types for user reports.
Navigate to the Published Reports Screen
Depending on the user's security rights, user reports can be created from both the System Level and the Company Level by clicking
on the Published Reports page.
System Level Report
The Published Reports screen can be accessed at the system level by navigating to the home page of the Equus Platform site.
On the left side menu, choose the System Reports option, and you will be redirected to the Published Reports screen.
If a report is going to be created at a system level, then all companies on the site will be able to utilize it.
Company Level Report
The Published Reports screen can be accessed at the company level by clicking on the Companies tab on the Equus Platform site header, and navigating over to a company.
On the left side menu, choose the Reports option, and you will be redirected to the Published Reports screen.
If a report is going to be created at a company level, then only the selected company on the site will be able to utilize it.
Create the User Report
After clicking
on the Published Reports screen, the User Report Details page is displayed and offers two options for creating a new report:
Defining a New Report
A user report can be created from scratch by "Defining a New Report." Enter the new report name, and description and select the User Report Type from the drop-down list in order.
The report type determines which data fields are available for use during the creation of a report and each user report requires a User Report Type.
Click
to create the report.
Copying an Existing System/Company Report
When "Copying a System Report", select the name of the report from the Report to Copy drop down.
If "Copying a Company Report" is selected, select the company name from the Company to Copy From drop-down list before selecting the name of the report to copy from.
Similarly, an existing user report can be copied by navigating to the selected report, and clicking
to create the report.
What can you do after creating a user report?
For any saved user report, you can:
Mark it as a "favorite" so it is added to the "My Favorites" report category
Assign it to an existing Report Category group so that it does not appear in the "Uncategorized" category on the Published Report page
For Data fields/columns within the user report, you can:
have new fields added or existing ones modified
sort existing data fields/columns
change the visibility (hide/unhide) of existing data fields/columns
delete existing fields/columns
aggregate data fields/columns
have new data filters added or existing ones modified
have new advanced filters added
For controlling where the report can be seen and used, you can:
change the length of the report run before timing out
assign to an existing Report Execution Data Sensitivity group
make it accessible to External User Type Group(s) - this section allows you to give access to external users (users with limited access) such as particular security roles such as vendors
add a pre-requisite report(s) to it
specified it to be used as a payroll export file
Things to Note
The maximum size of a User Report can be set using the "Max Dataset Size To Convert" field, which requires screen rights to be made visible.