Custom Reports

Custom Reports

Created On
byBradly

There may be a time when the supplied reports do not supply the data you need. To build a custom report, knowledge in writting SQL queries will be needed. SQL queries can be very simple, but also can get very complex. Feel free to contact support for help in writting a custom query if the following tutorial does not helf you satisfy your requirements.

 

Running a custom Report:

To Run a custom report, enter the query text into the custom report text box on the Reports tab, and click ‘Run’. The results of the query will be displayed in the results box below. You can export the report results to Excel by clicking the ‘Export’ button on the bottom right of the results box.

You can save the query to run at a later time by clicking the ‘Save’ button. Click the ‘Open’ button to open a previously saved report query, and the ‘Run’ to run that report.

 

Building a custom Report:

 

Learn SQL

A great place to start learning SQL can be found here. Take a quick look at this tutorial to familiarize yourself with the way SQL queries work.

Custom Report in OrderTrac

The first step in creating a custom report, first identify which columns and tables your data will be coming from. In this example, we will be listing all customers whose last name is Smith.

A simple report would look something like:
    select firstname, lastname, address from customers where lastname = ‘Smith’
If you ever need to just grab some simple data. All the available tables are available in the first box on the report tab, and the available fields are displayed in the second box (once a table is clicked).
Once you are satisfied with that data returned with the report, you can click ‘Save’ to save that report for later use. Choose a unique name and click ‘Save’. To open an existing custom report, click ‘Open’ and choose the report you want to run. Click ‘Open’, and once the query is display, click ‘Run’ to run the query and display the results.
All custom queries can be exported to Excel by clicking the ‘Export’ button at the bottom.