Add a report based on a data collection

You add a new empty report that is based on a data collection.

To add a report based on a data collection:

1. Go to:
   • General / Output / Management / Report (all reports)
   • CRM / Output / Management / Report
   • Financial / Output / Management / Report
   • Fiscal / Output / Management / Report
   • HR / Output / Management / HRM report
   • HR / Output / Management / Payroll report
   • Order Management / Output / Management / Report
2.  Click on: New.
3. Select based on a data collection.
4. Select the data collection.

   

   If necessary, you can shorten the list by selecting the following filter fields at the bottom of the window:

   • Show templates only: if you select this check box, depending on the selected basis, only the reports or data collections that can be used as a template are shown.
   • Show for owner only: if you select this check box, depending on the selected basis, only the reports or data collections for which you are designated as the owner are shown.
5. Click on: Next.
6. Enter the description.

   The remaining fields (Definition category to Function group) are relevant for authorisation.

   

7. Click on: Finish.

   Profit opens the Report generator and you can get straight to work.