How to customize reports
Adhoc Reports
Overview
Learn how to create, update, and remove customized reports in Deliveries PH.
A PDF version of this guide is available below.
Create Adhoc Reports
1. Click the Reports icon on the sidebar.
2. Click the Reports filter.
3. Click Adhoc Reports.
4. Click Create Adhoc Report.
5. Fill-out the REQUIRED fields:
a. Report Name - Title of the Adhoc Report.
b. Date Range - Choose the date of
the completed posts/opportunities
to appear on the Adhoc Report.
c. Report Columns - Choose the columns to appear on the Adhoc
Report from the list of Available Columns (Left) and transfer to the Adhoc Report columns (Available Columns - Right).
Note: The following are action buttons to arrange the columns list:
- Right Arrow - Transfers the selected column from Available
Columns (Left) to Available Columns (Right).
- Left Arrow - Transfers the selected column from Available
Columns (Right) to Available Columns (Left).
- Up Arrow - Only applicable to Available Columns (Right).
Moves the selected column ONE (1) MOVE UP the list.
- Down Arrow - Only applicable to Available Columns (Right).
Moves the selected column ONE (1) MOVE DOWN the list.
- Top Button - Only applicable to Available Columns (Right).
Moves the selected column ON THE TOP of the list.
- Bottom Button - Only applicable to Available Columns (Right).
Moves the selected column ON THE BOTTOM of the list.
Additional Step: Other optional fields can also be filled-out.
a. Type - Choose among None, Post, or Opportunity.
b. Collection - Choose the delivery status
(None, Pending, Done, Draft).
c. Tags - Type a new tag or choose from the
existing tags. Posts with only the chosen
tag/s will appear on the Adhoc Report.
d. Sorting and Grouping
- Sort By - Choose the column/s to be sorted in
an Ascending or Descending order.
- Group By - Choose the column/s to be grouped
in an Ascending or Descending order.
6. Click Create.
View Adhoc Reports
1. Click the Reports icon on the sidebar.
2. Click the Reports filter.
3. Click Adhoc Reports.
4. Choose the adhoc report to be viewed.
5. Click the Eye button.
Edit Adhoc Reports
1. Click the Reports icon on the sidebar.
2. Click the Reports filter.
3. Click Adhoc Reports.
4. Choose the adhoc report to be edited.
5. Click the Edit button.
6. Update the necessary details.
7. Click Update.
Delete Adhoc Reports
1. Click the Reports icon on the sidebar.
2. Click the Reports filter.
3. Click Adhoc Reports.
4. Choose the adhoc report to be deleted.
5. Click the Delete button.
6. Click Delete.
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