Edit Reports Formatted Text

The Custom Reports module allows users to create, edit, and manage custom reports. This module provides a user-friendly interface to define report headers, fields, filters, and drilldown options, enabling tailored data analysis and reporting. 

If you are unfamiliar with SQL, creating customised reports for customers is one of the services QuickEasy offers.

Custom reports are split over two functions:

• Edit Reports is the interface where you create the report using SQL. Edit Reports can be found in the Setup menu.
• Custom Reports is where you can view the reports you created. You may add the custom reports to any Menu Group. You may also add individual reports to any menu group. If you add Custom Reports as a menu option, a dropdown list is created from which you can select the reports. If you add the individual report to a menu, that report is automatically selected and there is no dropdown list.

How to Format Text (Editor = Formatted Text) 

– Text is formatted by surrounding the text with the appropriate tag in this format: [TAG] text [/TAG].
– The table below provides examples of tags you can use to format the text.
– Multiple formatting options can be applied to the same text (e.g. [B] [I] [COLOR = RED] text [/B] [/I] [/COLOR].
– If a tag is not closed [/TAG] the formatting will continue until the end of the report.