Report Basics

The two main types of reports that you can produce in Noosh are standard reports and custom reports. This article details how you specify, run, and edit these reports.

Available Reports

What are Standard Reports?

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

What are Custom Reports?

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

To run a standard report:

1. Click on Reports, then choose Standard Reports.
2. Click Run next to the report you want to run.
3. Enter your report criteria.
4. Click Run Report.
5. 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 other users.

To create a custom report:

1. Click on Reports, and locate your report in the Favorite, Standard, or Saved Reports tab.
2. Click Customize beside the report you want to customize.

How to Run a Custom Report

A custom report must be created and specified before it can be run.

To run a custom report and save the results:

1. Click on Reports, and locate your report in the Favorite, Standard, or Saved Reports tab.
2. Click Run beside the report you want to run.
3. The Report Criteria page appears. The fields available depend on the type of report you want to run.
4. Fill in the fields on the Report Criteria page, select the file format in the drop-down, and click Run.

The report runs and is displayed in your selected format.

How to Edit or Delete a Custom Report

You can copy, edit, or delete existing custom report specifications that were created by you.

To edit a custom report:

1. Click on Reports, and locate your report in the Favorite, Standard, or Saved Reports 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 on Reports, and locate your report in the Favorite, Standard, or Saved Reports tab.
2. Click Delete next to the report you'd like to delete.
3. Click OK to confirm the report specification deletion.

How to 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. For more information on the Report Writer, refer to Working With Report Writer.

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 on Reports, and locate your report in the Favorite, Standard, or Saved Reports 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.