Page 58 - Unanet AE: Administering the System

LESSON 7: CREATING REPORTS

Learning Objectives

Recall the steps to create various reports.
• Recall how to create and edit ReportBuilder Reports.
• Explain how to create Queries.
• Summarize how to use QueryBuilder.
• List the steps to build Financial Statements.
• Explain how to edit existing Invoice Designs.

ReportBuilder
ReportBuilder is a standalone report building application that allows a user to define
column headers, filtering and grouping options, and customize the display. Once
created, these reports are managed like all other Custom Report.

ReportBuilder is easily navigated and walks the user through each element in the report
design process. The elements of report design include the compilation of data and the
organization of that data by means of design. No SQL knowledge is required.

Step Details
Dataset Select the information for the report being built.
Fields Select the fields to be used on the report.
Calculated Fields Name, configure, and build the supporting expressions.
Sorts Determine the sorting rules to apply the report.

Filters & Prompts Determine the method of filtering data: explicit filters or user prompts.
Template Select a template for the report.
Settings Configure and customize the selected template.
Groups Determine the grouping rules to apply the report.
Table Layout Define the attributes of the table displayed on the report.
Finish Name the report and install it to Unanet AE.

Lesson 7: Creating Reports ©2022 Unanet. All rights reserved. 58