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After you create all the necessary source reports, your next step is creating a combined report that pulls from the other reports you created.
- In the left pane, expand the Home section and click Agiloft, click the Menu icon and click Summary/combined reports. If Summary/combined reports is not available, follow the steps below:
- Navigate to Setup > Look and Feel > Navigation Menu.
- Edit the Navigation Menu record that correlates to the users who you would like to be able to run reports.
- Navigate to the Content tab.
- In Available Items, select Summary/combined reports.
- Click Add.
- Click Next.
- Click Finish.
- Now, click the Menu icon and click Summary/combined reports.
- Click New.
- Give your report a title and description. Make sure the description lists the tables you're using to provide source data.
- Select the Excel output format.
- Go to the Select Reports tab and click New.
- In the Combined Report wizard, select the table and then select the Excel report you created. Click Finish.
Repeat step 6 for each table and Excel report you want to include. Each one you select will create a separate Data worksheet in the Excel file.
Tip The reports are sent to the Excel template in the same order they're listed here. If you want to change the order, click and drag to move the reports.
- Go to the Customize Excel tab.
- Click Create/Download New Excel File and proceed to the Customize the Excel Template section.
- When you finish your Excel template, configure the Schedule and Apply tabs as needed. For details, see Create and Edit Charts and Reports.
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