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Create a Report with Custom Fields and Tables

Overview

This procedure demonstrates how to create a simple asset report that includes custom fields and tables.

Steps:

1.  Navigate to Reports, and click New

 

2. Click Designer Report

 

3. Add a Name, Description, Instructions, select a Report Category from the dropdown menu, and click Save

 

4. Click Design and, click here to pick the main table

 

5. Select a table

 

6. Add custom fields. Custom fields can be dragged-and-dropped into the Fields section

 

7. Add a custom table.  Find a custom table, and click Join

 

8. Select a type of join, and click OK

 

9. Drag-and-drop the fields from the custom table into the Fields section

 

10. Add any additional fields and settings, and click Save

 

11. Click Run to generate the report

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