Reports > Custom Reports
Custom Reports are used to add reporting ability that is unique to a client’s needs. These reports can be made available to all users or only certain user id’s. Your a2z Project Team can add reports for you, however some cost may be associated, please discuss your reporting needs with your a2z Project Manager.
Once a custom report has been added to the system, any user associated with the report can view it by choosing the desired output format, then choose ‘View’ next to the report they want to pull. If the report needs to be Event Specific there will be a step to select the desired, and then the results will display in the select output format.
Select the desired output from the drop down box:
HTML – the system will display the results in the same browser window. (default)
ASCII - the system will prompt the user to open or save a text file.
Excel - the system will prompt the user to open or save an Excel file.
PDF – the system will prompt the user to open or save a PDF file.
XML - the system will open a new browser window or tab, and display the results.
List of Custom Reports
After selecting the output format, click ‘View’ next to the report to be pulled.
ID – The unique identifier in the system for this report.
Name – The name given to this report.
View – Click this to view the report in the selected output format (HTML is the default format).
Delete – Click this to remove the report from the system. This is not recommended without first discussing with your a2z Project Manager.
If the report needs to be event specific, the system will display a drop down box containing the available events. After selecting the event from the drop down box, select ‘View Reports’ and the results will display in the selected output format.
Add/Edit Custom Report
Level 10 users can edit the admin users associated with individual reports. This is accomplished by clicking on the report name, and then scrolling to the bottom of the page to the Add Custom Report form, and using ctrl+mouse click (on a Mac use command+mouse click) to select/deselect the users. Highlighted users are associated with this report.
Name - Name of the report.
SQL Query – The SQL Query code that creates the report, do not edit this without discussing first with your a2z Project Manager.
Associate Users – Select/Deselect users to be associated with this report.
Please contact your a2z Project Manager before adding or editing any custom reports.