Equus Software

In addition to User Reports and Exports, Production Reports can be used to extract data from the system. Many Production Reports exist in the system and company levels to support the…

Reporting Options - Production Reports

A user report can be run directly from a hyperlink, instead of from the screen. 
This capability includes running reports with filters that might need to change dynamically based on…

Reporting Options - How to create a hyperlink to run a User Report

Custom Fields associated with the data sources (tables) identified in the User Report Type will be automatically available in the Available Fields list for some tables. 
To add custom fields…

Reporting Options - How to add Custom Fields to user reports

Filters can be added to user reports using any available data field associated with the report's User Report Type.  A filter is utilized to identify subsets and provide a more…

Reporting Options - How to add and use filters in user reports

The Formatting tab allows users to customize how the results will be formatted.  Note that there are  exceptions where the formatting logic does not apply (see Exceptions).  
With the exception…

Reporting Options  - How to configure the Formatting tab of a user report

Cascading User Reports is a feature which allows multiple prerequisite reports to cascade into a final report. This is a powerful tool that allows report information to flow from one…

Reporting Options  - What are cascading / pre-requisite user reports

Any saved system or company level User Report can be marked as a favorite report by clicking on the star icon located beside the User Report Name within the User…

Reporting Options - How to favorite a user report

User reports can be created at the System or Company Level depending on the user's security rights. New user reports are added by clicking on the [New User Report] button. …

Reporting Options - How to create a user report including copying a report

User Report can be run in a number of different formats:
HTML
PDF
Excel Data (.xls)
Excel (.xls)
Excel
CSV
Flat File
XSL Transform
 HTMLAvailable from the HTML link on…

Reporting Options  - What are the different output types for user reports

Click on the “Edit Data Fields” link in the Data Fields section in the User Report Details screen to delete existing fields in the report.Tick the Delete checkbox(es) for the data…

Reporting Options  - How to delete data fields in user reports

On the User Report Details screen, click on .
  
 
Select a Category from the Report Category type-ahead search drop down list. Press  to save the changes. If the Report…

Reporting Options - How to add a user report to a report category

On the Published Reports tab at a System Level and Company Level, all user report categories are displayed so long as the category is active and has at least one…

Reporting Options  - How to add a new / edit an existing user report category

Click on  in the Data Fields section of the User Report Details screen to modify or add new fields to the report.  
 
 
In edit mode, the Data Sources area…

Reporting Options  - How to add data fields to user reports

In order to change the order in which a data item is displayed within the report output, change the Sequence allocated to the data item. (For example displaying Employee Last Name before…

Reporting Options - How to change the order/sequence  of data fields in user reports

It is possible to hide data fields so that they are not visible in the generated report output.  This is particularly useful when creating user reports for widgets.  Click on the…

Reporting Options - How to hide data fields from user reports

The sort order of the data on a user report can be set in the Sort column in the Selected Data Fields grid. The data can be sorted in ascending…

Reporting Options  - How to sort a data field in ascending / descending order

The value in the Report Timeout Seconds, specifies how long the report will run in seconds before it makes the user report fail if it encounters an issue to prevent…

Reporting Options - What is report timeout seconds in a user report?

On the User Report Details screen, in the Selected Data Fields grid located in the Data Source section, the Aggregate function is available for each data field and provides different…

Reporting Options - How to aggregate data fields/columns

The Print Options tab allows users to customize how the resulting generated Report will look in PDF or Excel output. Note, an "Excel" type of report will produce a (.xlsx)…

Reporting Options - How to configure the Print Options tab of a user report

Equus Platform includes a mechanism of generating formatted data files that can be human-readable, or used for imports for other systems. The export system can be configured to export any…

Reporting Options - How to configure the Export Options tab of a user report

The Option Recompile SQL logic for User Reports can be switched on or off via the System Preference screen in the power user mode. When the system preference is switched on,…

Reporting Options - Option Recompile SQL System Preference

The Report Runner Process Memory Limit system preference setting limits the amount of memory (MB) that process can use it if  it processes a user report.  The system preference default setting is…

Reporting Options - Report Runner Process Memory Limit System Preference

User reports have the ability to store their results for reuse during the calculation of a Cost Estimate or Compensation Calculation. With the advent of prerequisite user reports, it is…

Reporting Options  - What is cache a user report for cost estimates and compensation calculations in a user report?

Options to view a User Report Type connected to a User Report:

User Report Details - Report Type Field
User Report Screen - Equus System User Report Dashboard
System Level…

Reporting Options - How to view the User Report Type of a User Report

Cascading user reports are created the same way any other user report is, via the system or company reports configuration screens. Any report can become a prerequisite report by being…

Reporting Options - How to create a cascading / prerequisite user report and how do they work

In addition to user reports and production reports, exports can be used to extract data from the system.Equus Platform includes a mechanism of generating formatted data files that can be…

Reporting Options - Exports

A User Report Type is required when defining a User Report. It determines what data tables and fields are available to be used in a User Report and so acts as…

Reporting Options  - What is a User Report Type?

User reports can be found at both the System or Company Level, depending on the user's security rights. Navigate to the relevant screen by utilizing the Global Search. <img src="https://dclzendeskimag

Reporting Options - How to view and run a user report to view the output

The Chart Options tab will allow users to create a type of chart (e.g. bar chart) from the given user report. This chart can then be used in a widget.…

Reporting Options - How to configure the Chart Options tab of a user report

The output format of Excel (.xls) previously known as "Excel Formatted" is hidden from the User Report screens.  This has been hidden because the Excel (.xlsx) is the more up…

Reporting Options - How to unhide the Excel Formatted option for user reports

When the system preference RPEXCDTHTM is switched on, user/production reports that contain HTML formatting will generate a file with HTML format when the report is run using "Excel Data (.xls)" option

Reporting Options - How to enable Excel Data option on reports with HTML format

To add a Custom SQL field to a report, simply select the &lt;Custom SQL Field&gt; and click the [Add &gt;&gt;] button.The &lt;Custom SQL Field&gt; appears in the Selected Data Fields section. …

Reporting Options - How to add  Custom SQL Fields to user reports

To add a Custom Calc field to a user report, select the &lt;Custom Calc Field&gt; under the Available Data Fields section, and click on .
 
 
The &lt;Custom Calc Field&gt;…

Reporting Options - How to add  Custom Calc Fields to user reports

When a data field is added to the Selected Data Fields grid, the Column Caption field is automatically populated.  This field can be renamed by overtyping the value and saving…

Reporting Options - How to rename column captions in user reports

The User Report Reference section allows a user to immediately know where a user report is being used and the impact change to a user report may cause.  This section…

Reporting Options - How to identify where a user report is used

This new “Upload MS Office Password Protected and Compressed Files” (UPLDPWDDOC ) system preference validates MS Office password protected and compressed files that have extension types found on the A

How to upload MS Office Password Protected and Compressed Files

The User Report Type Reference section allows a user to immediately know where a user report type is being used and the impact change to a user report may cause. …

Reporting Options - How to identify where a user report type is used

Preference Name = URCONVMAXFull Name - User Report Size Max(KB)The "User Report Size Max(KB)" System Preference can be used to set the maximum size in KiloBytes of user reports. If…

User Report Size Max(KB) (URCONVMAX) System Preference

Reporting Options

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