eG Custom Reports

This page appears when you click the Custom Reports option from the Reporter tile that appears when you click the icon against the Reporter tab.

If no report templates pre-exist in your target environment, then, this page displays a “Templates not available” message.

If multiple templates pre-exist, then, the created templates will be listed in this page. By default, this page displays the name of report template in the TEMPLATE NAME column, a brief DESCRIPTION about the template, the ACCESS TYPE of each template and the date on which the templates were created in the CREATED DATE column.

By default, this page will list all the existing templates as a list. To this effect, the icon available at the top right of this page will be chosen by default. If you wish to view the templates as individual tiles, then click on the icon.

If you wish to generate a custom report based on any of the existing templates, click the Generate Report icon available against each template. To know how to generate the custom reports, click here.

To search for a report template from the list of pre-existing templates, enter the name of the template in the Search template text box and click the icon within.

To create a new report template, click the Create New Template button in this page. To know how to create a new template, click here.

To modify a template, click the Modify icon against that particular template. To know how to modify the template, click here.

To delete a template, click the icon. To delete multiple templates, select the check box available beneath each template and click the icon.

If the number of report templates exceeds 16, then the list of templates will be split across pages. Also, a Page text box will be available at the bottom of every page. To go to a particular page, specify the page number in the text box and click on the adjoining arrow button. Page navigation can also be performed using the arrow buttons available at the bottom of every page.