Step 1. Create Customized Data


The first step is to select what data you want to use for the customized report.

1. Reports menu > Customized Data. The Customized Data Wizard screen appears.

F1 Help: See "Customized Data Wizard - Select a Data Set".

2. Click Next. The "Customized Data Wizard - Select Display Columns" screen appears.

F1 Help: See "Customized Data Wizard - Select Display Columns".

3. Click Next. The "Customized Data Wizard - Select Order" screen appears.

F1 Help: See "Customized Data Wizard - Select Order".

4. Click Next. The "Customized Data Wizard - Select Data Filters" screen appears.

F1 Help: See "Customized Data Wizard - Set Data Filters".

5. Click Next. The "Customized Data Wizard - Enter Data Set Name" screen appears.

F1 Help: See "Customized Data Wizard - Enter Data Set Name".

6. Click Next. The "Customized Data Wizard - Confirm Data Set Summary" screen appears.

F1 Help: See "Customized Data Wizard - Confirm Data Set Summary".
Note: The Data Set you export contains a snapshot of the data from the fields you queried from the DS-System database at the moment you clicked "Finish". This can be used to create a one-time custom report. However, it is the data structure (data fields) that is used to create a re-usable custom report template.



PREVNEXT