Page 59 - Unanet AE: Administering the System

Activity 7.1 – Create and Edit ReportBuilder Reports
In this activity, you will create and edit a report using ReportBuilder.

Activity Steps

Part 1: Datasets
1. Navigate to Utilities > Custom Reports. The Custom Report applet opens.
2. Select the Launch ReportBuilder button on the toolbar. The ReportBuilder
window opens.
3. Select Time Sheets from the Datasets list.
4. Select the Next button on the bottom right corner.

Part 2: Fields
1. Type Project path in filter fields.
2. Select Project_path_1.
3. Select the right-facing arrow to move the field to the Selected Fields list.
4. Repeat steps 1-3 to add the following fields to the Selected Fields list:
• Project_Name_1
• Employee_is_Active
• Employee_Code
• Employee_Name
• Work_Date
• Work_Hours
• Effort_Amount
• Bill_Hours
• Bill_Rate
• Pay_Amount
5. Use the up and down arrows to reorder the fields as necessary, so that they
appear in the same order as the list in step 4.
6. Select the Next button.

Part 3: Calculated Fields
1. Select the Use Calculated Fields check box.
2. Type Profit in the Field Name field.
3. Use the Field Expression builder to create the following expression:
(Bill_Hours * Bill_Rate) – Pay_Amount
4. Select the Next button.

Part 4: Sorts
1. Select Project_Path_1 from the first Field Name drop-down list.
2. Select Employee_Code from the second Field Name drop-down list.
3. Select the Next button.

Lesson 7: Creating Reports ©2022 Unanet. All rights reserved. 59