Canned Reports

Navigte to Canned Reports#

• Access the Document Management sub-module of the System module.

• Click on Canned Reports.

• This displays a list view of Canned Reports.

• The Filter button, when clicked, opens a dropdown menu where you can specify various parameters for filtering the records. These parameters include:
  • Search string: This allows you to filter the records by a specific string. For example, if you want to filter all records that contain the word “customer,” you would enter “customer” in the search string field.
  • Layout Option: This Provides the option of filtering by a True or False or Undefined value.

View a Canned Report#

• To view a canned report, click on the canned report code

Change Report Template#

• To change the reporting template, select the report using the radio button
• Click the Change Template button
• Add the canned reports template document