Easy Reports - Learning Center
Getting Started
Before you get started, watch these two videos to give your self a high level introduction.
Overview using pre-defined data models click here
Overview creating your own data model click here
Creating a Report 1
This exercise will walk you through creating your first report using the inventory area data model. You will learn how to start a new report and select fields for your report and do some basic formatting. click here
Matrix Report
Here you will learn how to use column layouts to create a matrix report. click here
Column Layouts
Here you will learn how to use column layouts to add month and year total columns to a report. click here
Calculated Columns
Learn how to add columns to a report based on calculations performed on other columns. click here
Formatting
Learn how to format numbers and dates for a column. click here
Date Filters
Learn how to setup date parameters so that filters are defaulted on reports. click here
Duplicate
Learn how to make a copy of an existing report for editing. click here
Merged Report
Learn how to take two reports and merge them when printing. click here
Permissions
Learn how to setup permissions to restrict users to reports they can use. click here