 Accessing the Custom Report Interface
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Click the Add New Report linkbutton from the Report Console screen, under the Available Reports / User-defined section.
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Once you've entered the report definition screen, you can start building your
report. For this tutorial we'll focus on creating an Account Information
report. The first thing we'll need to do is select the appropriate Report
Category.
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Selecting a Report Category
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Click the Report Category dropdown.
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Select the Account Information category from the dropdown items.
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When the Account Category has been selected, the Available Columns will change to reflect the fields that are grouped under the selected category. These fields are available for you to choose to create your custom report. Next we'll add several fields to the report.
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Adding Report Fields to the Report
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Select the following fields from the Available Columns list: 30 Days, Account Name, Account Number, Address1.
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Click the red Arrow to
include the selected columns on the custom report.
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The fields that have been selected are the fields that will be displayed on
your custom report. There are several other options available to you at this
point which will be explored in detail in the intermediate and advanced
tutorials.
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Giving Your Report a Name
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Enter a name to identify this report in the Report Name textbox.
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The final step in the report creation process is to save the report so it can
be viewed, modified, and scheduled for email delivery at any point in time.
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Saving the Report
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Click the Save button to save this report
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After clicking the Save button, the page will refresh and your report
data will appear in the Report Results section located at the bottom of
the screen.
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Viewing the Saved Report
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Click either Manage Reports from the RSC Online® control or click the Console
menu item located under Manage Reports.
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Click the custom Report Name link on the Report Console screen, under the Available Reports / User-defined section.
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Congratulations! You have successfully created a custom-report! This
report can be viewed and/or modified at any point in time. Next, we'll take a
look at how to access the report.
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