Find everything you need to know about the User Defined Reporting Tool in this article.  This tool is versatile and easy to use. You can create User Defined Reports (UDRs) with the fields and parameters of your choosing, using various data sources available in your database.
 

Navigate to Reports on the left side panel in your database. You'll see various reporting categories listed on this page. If you expand the User Defined category, you'll be able to view all existing User Defined Reports (UDRs) in your database.

Creating a New User Defined Report

To create a new user defined report, hit the 'Create user-defined report' button in the top right corner of the Reports page.

Next you'll have the option to create a new report or copy an existing report.

New Report

If you choose to create a new report, you'll need to select a data source. When you make a selection, all available fields in that data source will be listed towards the right. Check out the User Defined Reporting - Data Sources article for a complete list of fields in each data source.

Copy an Existing Report

Certain reports will appear in the dropdown if you select 'Copy an existing report', which you can then make adjustments to in order to meet your needs.

Once you have selected the data source or existing report you'd like to edit, hit Continue.

Report details tab

You'll need to provide a title and description for your report as well as select a Report category where the report will be housed. You'll also want to review the default options for Date and Display formats and make changes as needed. On this tab, you can also choose to lock the report which prevents any other user from modifying this specific report- only the creator will have the access to do so. Lastly, you can add a logo to your report if desired.

 Select fields tab

This tab is where you pick which fields you'd like to see on your report. When creating a new report, all of the available fields in the selected data source will populate on this tab. There's an option to select and delete all fields so you can start from scratch if you'd like. You can also reorder the columns on your report by dragging and dropping the fields in the 'Column Order' column.

 

Click the 'Add field' button to choose specific fields to add to the report. A drop down list of available fields will appear. Once you select a field to add, the required fields (Label, Width, Decimal) populate automatically. The Hide zero activity checkbox will hide a column if there are zeroes in all rows. Hit 'Add Field' once you're ready to add the field.

Add sorting/grouping tabs

The Add sorting and Add grouping tabs are very similar in looks and functionality. Click Add sorting/grouping to sort or group your report by certain fields. You can edit existing sorting/grouping options on these tabs as well.

 When you click 'Add sorting' or 'Add grouping' this box pops up and you must select the field from the dropdown.

Add filtering tab

Navigate to the 'Add filtering' tab and click the 'Add filtering' button to add a new filter to your report. You'll pick a Field from the dropdown, then enter your Criteria and Values. The Value field will have a dropdown for some fields, and for others you will need to enter manually. You can select multiple options from the dropdowns if it populates.

 

For fields that do not have the check option for selecting multiple values, the user will need to type out the value(s) and use a comma for separating multiple values. For example, when setting up a filter on GLID with multiple values, the user will need to enter the text: 100,101,102. This will build a filter with the 3 GLIDs referenced. 

To add more than one filter the user will be given options for AND or OR under the Extend Filter drop down. There is no limit to the number of filters that can be added.

You'll be able to view all applied filters on this tab. Review the extend filters to ensure they're setup to your liking.

 Publishing your User Defined Report

Once you're satisfied with the fields, parameters, and details of your report, hit the 'Publish report' button in the top right corner of the page. This will publish the report to the folder you selected and make it available to run immediately.

Editing an Existing User Defined Report

 To edit a User Defined report, find the report on the Reports page in your database and click 'Edit report' as shown below. You'll be able to identify User Defined reports by the "[USER-DEFINED]" appearing above the report name.

 You'll then make your changes and hit 'Save Changes' in the top right corner once you're done.

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If you need additional assistance creating or editing a User Defined report, please reach out to support.balance@evertrue.com.