Report Basics

What are Standard Reports?

Noosh 5 provides several standard reports to help workgroups analyze their activities in Noosh. These reports are available under the Standard sub-tab of the Reports tab.

 

What are Custom Reports?

Noosh 5 provides the capability for workgroup managers to specify reports for their personal or organization use. Reports can be based on Account Management or Procurement areas and are built by specifying data fields to be included in a report.

Report specifications can be saved and reused; report results can also be saved.

Custom report specifications can be created to report on these Procurement areas:

  • Project
  • Estimate
  • Order
  • Task
  • Workgroup Activity

Working with Reports

How to Run a Standard Report

Noosh 5 provides several standard reports to help you track your business in Noosh.

To run a standard report:

  1. Click the Reports tab, then click the List sub-tab.
  1. Click the report type of the report you want to run.
  2. Enter your report parameters.
  3. Click Run Report.
  4. To export the report in comma-separated value format, click Save as CSV.

 

How to Specify a Custom Report

Workgroup managers can specify customized reports that include desired fields and information. Custom reports can be kept private, or shared with all workgroup members.

To create a custom report:

  1. Click the Reports tab, then click the List sub-tab.
  1. Click Customize beside the report you want to customize.
  1. Follow the instructions in Report Writer.

 

How to Run a Custom Report

A custom report must be created and specified before it can be run. Refer to How to Specify a Custom Report for more details.

To run a custom report and save the results:

  1. Click the Reports tab, then click the List sub-tab.
  2. Click Run beside the report you want to run.

The Report Criteria page appears. The fields available depend on the type of report you want to run.

  1. Fill in the fields on the Report Criteria page and click Run Report.

The report runs and is displayed in your browser window.

  1. If you want to save the report in CSV format, click Save as CSV and specify the location where you want to save the file.

 

How to Edit or Delete a Custom Report

You can view, edit, or delete existing custom report specifications.

To edit a custom report:

  1. Click the Reports tab, then click the List sub-tab.
  2. Click the Edit next to the report you want to edit.
  3. Make your desired edits, then click Save.

To delete a custom report:

  1. Click the Reports tab, then click the List sub-tab.
  2. Click Delete next to the report you'd like to delete.
  3. Click OK to confirm the report specification deletion.

 

How Customize a Report

Workgroup managers can specify customized reports that include desired fields and information. Custom reports can be kept private, or shared with all workgroup members. You use the Report Writer to customize reports. 

 

How to Copy a Report

You can copy a previously created report, revise it, and save it as a new report.

To Copy an Existing Report:

  1. Click the Reports tab, then click the List sub-tab.
  2. Click Copy beside the report you want to copy.
  3. The Report Writer opens with a new report title Copy of xxx, where xxx is the report you want to copy.
  4. Change the name of the report and the report details and click Save.

For more information on the Report Writer and the tabs that appear when you copy your report, see Report Writer.

Dashboard Reports

The Dashboard allows you to post report results on a MyDesk view and also allows you to edit the dashboard reports and refresh the report directly from the Dashboard.

How to Specify the Reports that Appear on the Dashboard

You can specify the reports that appear on the Dashboard on the Report List page.

To specify the Reports that appear on your Dashboard:

  1. Navigate to the Report List page.
  2. Scroll to the bottom on the page and click Customize beside Dashboard report.

The Dashboards Reports page appears.

  1. Select the reports you want to include in the dashboard. Use the arrow buttons to determine where the report will appear on the dashboard - left, right, or center.
  2. Click Save.

 

How to Edit the Dashboard Reports

You can edit the reports that appear on your Dashboard.

To Edit the Reports:

  1. From the MyDesk menu, click the Dashboard sub-menu.

The Dashboard page appears.

  1. Click the Edit button in the bottom right corner beneath the report you want to edit.
  2. You are directed to the Reports page for the selected report.
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