This section shows how you can create a custom report. For details on how you can create a report based on a predefined template, see the Create a New Report page.
Procedure
- On the home page, choose the location where you want to create a report.
If you don't see your location in the top bar, open the sidebar by selecting the four dots icon located at the top-left corner of the screen, and then choose the location from the list. - Open the sidebar by selecting the four dots icon. Then, select Reports.
- Select Create New Report > Create Custom Report.
- Enter the following information
- Name: Enter a descriptive name for your report
- (Optional) Header: Enter a text that Timewise will display on each page of your report
- (Optional) Description: Enter a brief description of your new report.
- Category: Choose a category where Timewise should file your new report.
- Type: Use this field to indicate the section from which you want to retrieve data.
- (Optional) Alignment: Specify the alignment of the elements in the table. - On the Fields tab, specify which fields should be included in your report.
- (Optional) To display only the data that is important to you can set up one or more filters. On the left sidebar, select Filters > Add Filter. Then, enter the following information:
- Field: choose a field that you want to filter data by.
- Operation: choose an operation. Note that the list of operations varies depending on the type of field you selected.
- Field Value: enter the value on which you want to set the filter.
When you've finished configuring your filter, select the Add Filter button. - When you've finished, select the Create Report button.