You can create a new report in a few steps:

  1. At the top-right corner of the Reports main tab, click +Add, and then click +New report. The New report dialog box appears.

    Adding a new report
  2. In the box, select the type of the new report and the folder to place it, and then click OK. The editing panel of the new report opens. On the panel, edit and save the report.

    Submitting the new report's type and folder and opening its editing options

Editing a report

  1. On the General sub-tab of the report's editing tab, you can change the report's Name, add a Description, select Sharing rights, meaning the users or groups who will have the rights to Run the report and those who will have the rights to Edit the report. You can also click Schedule to set its scheduled run. Once done, click Design to open the Design sub-tab of the report.

    General sub-tab of the new report properties
  2. On the Design sub-tab, you can set the report's layout, select the items (Users, Printers, etc.) to be included in the report, add or remove columns and change their order.

Options

  • Orientation: Select either the Portrait, or the Landscape orientation.

    Orientation setting on the Design sub-tab of the report's editing panel
  • Show filters in the final report: Mark the checkbox if you want filters to be visible in the final report.

Filters and parameters

Available filters and parameters differ depending on the report type. These are the main parameters available for most of the standard reports types:

Filters and parameters on the Design sub-tab of the report's editing panel
  • User: Select the users to be included in the report. If you select the Me option and share this report with all users, each user can only see just the data that concern themselves; this way you can make personalized reports for each user.

  • Accounting Group: Select the accounting groups of users to be included in the report.

  • Printer: Select the printers to be included in the report.

  • Period: Select the time period to be covered by the report.

Table

Here you can enable and disable the table option.

Table layout setting on the Design sub-tab

You can also add and remove columns to the table, edit them and change their order. For each column, you can change the width, alignment and the type of summary that will be shown on the final (bottom) row (Sum, Average or None).

To add a new column, click +Add. To open the editing options of an existing column, double-click it (or select it, and then click Edit). To remove a column, select it and click X. To move a column up or down the order, select it, and then use the up/down arrows.

Table example

Some reports do not include the option to use tables and their data can be displayed only in the chart form.

Chart

Here you can enable and disable the chart option.

Selecting a chart type

You can also select from the Bar, Pie and Doughnut chart types. Furthermore, you can add and remove data types to be shown on the chart and select colors for each data type.

To add a data type, click +Add. To open editing options of a data type, double-click it (or select it, and then click Edit). To remove a data type, select it and click X. To move a data type up or down the order, select it, and then use the up/down arrows.

Some reports do not include the option to use charts and their data can be displayed only in the table form.

Example of a generated line chart

Designing your own reports can be a bit tricky, since it always depends on many factors - amount of data included (columns), length of column names and values, report orientation etc. To get the best result, you can click Preview anytime during the report's creation to check what the new design will look like. Only after you are satisfied with the layout, click Save to save the report.

Save and Preview buttons