How do I create a custom report through the Query/Report Generator?

To create a custom report, use the Queries/Reports -> Query/Report Generator screen.

Step 1.   Select a screen from which you would like to include data and create a report.

Step 2.   Run the PR:UI-SCREEN ID report to verify the screen ID. When the report finishes, it lists each screen and its corresponding number (ex. Work Order Center = 2037). Print this report and keep it handy if you plan to create custom reports.

Step 3.   Once you know the screen ID, run the PR:UI-RPTGEN SCREEN KEY report. This report prompts you for the screen ID and displays the table name and columns of the data on the desired screen.

Step 4.  On the Manage tab, click New Report.

Step 5.  On the Data Items tab, select the table and the columns for the information on which you want to report.

Step 6.  On the Sort tab, define the data sort order.

Step 7.  On the Restrictions tab, define the restrictions, if any, that you want.

Step 8.  On the Groups tab, select the grouping you want to use on the Layout tab.

Step 9.  On the Layout tab, you have two options:

(A) Right-click the design screen and select Default layout. This will post the column names in the page header and the corresponding data in the report body. You can then right-click a specific piece of information, select edit, and rename either the columns or the data presentation.

(B) Manually create the layout by right-clicking in the report areas (e.g., Report Header, Page Header, Report Body) and performing one of the following actions: