Reporting |
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The reports in your WinTOTAL’s Business Management tools offer unlimited customization.
Running Reports
To run a report…
- From desktop billing, click
Reporting in the Navigation pane on the
left.
- Click any of the links beneath the Navigation pane to filter the list of reports that appear.
- Finally, click Run to the right of the report you wish to launch. The report compiles and you’re presented with an Adobe Acrobat version of the results.
Creating Custom Reports
Creating custom reports is a simple process involving four steps:
Step 1: Select the fields you want to display in your report
Step 2: Choose a “filter” to select the data you want to include
Step 3: Indicate how the data is to be sorted and grouped
Step 4: Indicate if and how the report should be summarized and sub-totaled.
To create a custom report…
- From desktop billing, click Reporting in the Navigation pane on the left.
- Now, you can create a new report from scratch, clone an existing report to
work with it as a starting point, or edit an existing report that you’ve
created.
- To create a new report, click Create a New Report in the toolbar at the top of the screen.
- To clone an existing report as a starting point, click Copy to the right of that report.
- To edit an existing report, click Edit beside it.
- In the Report Data tab, use the arrows in the center of
the screen to add any of the available fields on the left to your
report.
- When you’re finished adding fields, use the up and down arrows to arrange the sequence of the fields.
- Click the Report Filter tab. This is where you limit the data included in your results.
- Click the link to Add a new filter. As an example, you might want to limit your report to the current month’s invoices. To do so, you’d choose Date Invoiced from the drop-down box, and choose Between in the adjacent drop-down. Then, you would pick the first and last dates of the current month from the final boxes.
- Choose the field and criteria with which you’d like to filter the data in your report. By default, you’re asked for specific dates, amounts, etc for your filter, but if you’d like your report to prompt you each time you run it, mark the Prompt option for your filter.
- Click Save to add your new filter to the report. You can filter by multiple criteria, so you can even have a report customized for dates and a single client.
- Click the Report Sorting tab to continue building your
report. Here, you can sort the output by choosing the items from the primary
and secondary sort columns. For example, you might want to use the
client’s company name as the primary sort item and then the client’s name as
the secondary item so you can group together orders from different loan
officers at the same company.
- Choose the field by which you wish to group the output. Using the above example, you’d group by the company name.
- If you wish to count the report’s invoices by group or print each group to a separate page, indicate so by marking the corresponding boxes.
- Finally, click the Report Summary tab and choose how you want to summarize the data by clicking Add a new summary. Generally, you’d choose a field and choose Subtotal, but there might be times when you want to average values or get a count. In the Summary types field, choose the type of summary you’d like to use and remember to select a field you want used in the summary from the Reporting fields drop-down.
- Click Save to save your report summary and then check the box in the Report Summary tab to include it in your report.
- If desired, check the Show Summary Report box to generate a summary of the entire report and add that to the report.
- Finally click Save to save your report.
The report you created is now listed with your other reports.
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