September 21, 2010

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Sunday, May 2, 2010

3.6. View 'Report Designer'

The report designer allows to display multiple categories on the same report.

  • Add Report
1. To add a report you have to start typing the name of the report to the left-hand list of reports. The new report is added automatically after you clicked on ENTER, and a new empty row is appended to allow adding of another one.

2. After you created the report, by setting its name, you have to set its description from the right-hand editor panel, and allocate what category of transactions you want to see in this report. So, far only line-chart report is displayed for each category.

3. After you finished click on the button "Apply" to save the changes. After that you'll see a new tab with the name of your report will appear at the bottom. This is called "user defined report" tab.

  • Delete Report
1. To delete a report you right-click on the report that you want to delete, from left-side reports list,  and select the menu option "Delete". 

2. After that you click on the "Apply" button to save the delete change.

  • Edit Report

1. Select the report from the left-hand reports list.
2. Edit the properties of the report in the right-handle editor panel.
4. Click on the "Apply" button to save the changes.

The result of any report, added here in the "Report Designer" page, is a new tab/page that represents a "user default report".

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