Report Builder

[TestUser1001]

Can you provide a Report Builder so we can build our own custom reports.

Sometimes the “canned” reports don’t provide all the information I’m looking for.

Thanks!

Mike

[Master Toby Milroy]

Hey Mike!

You’re thinking the same way we are.

We’re moving to incorporate the new “list” in all the ‘people’ and ‘money’ related sections. Where you can sort and filter your lists however you like, then save that search for quick access in the future.

I think that’ll solve about 90% of all the ‘report’ related items you may want.

Are there any specific examples you can think of that might ‘not’ be solved this way?

 

Thanks!

 

[TestUser1001]

Master Milroy,

I think providing the ability to also select the fields along with filtering and sorting would help. Also the ability to Save it would help a lot.

Thanks!

Mike

[Master Toby Milroy]

Yep!

Take a look at the new student “list”.

This now has all the “Columns” that you can choose, and the ability to “save” your search (INCLUDING all the filters).

We’re going to be adding columns over time as well….but I think you’ll find this is a good framework that will give you what you’re looking for.

We’ll be using this concept for “Transactions”, “Lists of all people”, and MUCH more as we move forward!

I think you’ll like it!

Let me know if you see any other columns or filters you might like to see as well.
Thanks again!

 

[Author]

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