Reporting is perceived as the ultimate outcome for any successful Chase implementation. It is however often the one area most users lack knowledge and understanding for.
Chase reports present information captured within the system in a pre-formatted, attractive and intuitive manner with years of experience in understanding the needs of the industry. Report information is filtered, grouped and sorted according to the report specifications.
The Reporting Tree menu allows you to search for the report by typing in the search area or expanding the tree to locate the report that you want to view. (Please see How to Navigate to a report)
Once a report is selected, the Reporting page displays with all the fields selectable or editable. Each area is explained as follows:
By default, the Report Heading is derived from what you are filtering for. As you add or remove filter options, you will notice it changing. This field can be edited as required. The report name and Report Heading will display when the report is printed.
There are a number of View Options that include:
- CSV - ideal for importing into another data set or to manipulate data
- HTML - should the design of the individual print require change (please note this does not affect the default design)
- PDF - Most Used - best for sending out to clients or suppliers as the reports are designed to display as PDF and the document cannot be edited.
- RTF - the report will be download as an MS Word format and can be editable.
- XLS - the report will be download as an MS Excel format and can be editable.
The aim with the standard filter is to allow you to view items that are relevant by default. A standard number of filters exist for every standard report and is usually aligned with what is used in general. In the case where a Custom report is in use, a new set of Standard Filters will be required at the time of set-up.
On the right of the Standard Filter, there are 4 Filter Actions
Edit - You can edit the selected filter name or filter expression by clicking the Pencil button.
The Filter name is the description that will display in the Standard filter drop-down list.
The Filter Query is the data query that will determine which documents will be included in the report. This is usually a bit technical which the Support Centre or Account manager will gladly assist with.
Add New - To add a new filter, you need to click on the Plus button. You will also need to insert both the Filter Name and the Filter Expression.
Copy the Selected Filter – Use an existing filter for this report as the base for an altered version.
Delete - You are able to delete or remove the Selected Filter if no longer of use
To refine the search further, the additional filters will be of great value. Adding an additional filter is simple once the filtering mechanism is understood. To learn how to add additional filters click here.
Quick explanations for the buttons related to creating additional filters:
Add - Clicking the Add button will create an additional field record.
Clear - Clicking this button will remove the additional filter line.
Save as my Defaults - if you plan to use the set filters every time you view this report, "Save as Defaults" will save you time.
Email report - You can click this button to email your filtered report to clients or co-workers and it will be emailed in the format that you selected (PDF is the default).
View Report - The report will display on the screen in the View format selected (PDF is the default).
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