Customize and Run a Report

You can build your query by adding any of the columns available for your selected report template workspace, filter rows if you want to view even more specific information, and preview the report before running it.

To customize and run a report:

1. Go to the workspace for the report template you want to use.
2. In the Report title field in the header, enter a name for your report.
3. Under the Column and Row Selection tab, go to the Column Selection pane and click + Add column.
   Maconomy opens the Select Columns dialog.
4. To customize the columns in your report:
   1. You can use the filter and/or the search field at the top of the Select Columns dialog to quickly find each column you want to add to your report. Otherwise, expand the column groups to find the columns you need.
      The filter lists the following options:

      • Non Value Columns - contain information such as dates, times, job or customer number, and names.
      • Value Columns - contain numeric information such as prices and amounts which can be summed up.
      • All Columns
   2. Click a column name to select it; you can select several at once.
      Note: To undo column selection, just click a column name again to deselect it.
   3. Click Ok.
      Maconomy lists all your selected columns in the Column Selection pane and displays them in the Preview pane as well.
   4. If you need to make changes to the columns you specified, you can use the icons on each column line to move a column to a different location in the report, delete a column, or add additional columns.
   5. If you want your report to include subtotals for specific columns, select the Subtotal check box on the relevant column lines.
   6. If you want to rename any of your selected columns, just enter a name in the Column Title field.
      All changes you make are automatically and immediately reflected in the Preview pane as well.

      Note: At this point, you can already run the report even without saving your changes.
   7. Click Save.
5. If you want to include only selected rows in your report, you can apply filters on certain columns.
   1. Go to the Row Selection pane.
   2. Click + Add row selection.
      The Select Columns dialog displays.
   3. Again, you can use the filter and/or the search field or expand the column groups to find the column you need.
   4. Click a column name to select it.
   5. Click Ok.
   6. On the column line, specify the restrictions you want to apply for that column. Use the fields for selecting operators and specifying filter values to do this.
      Note: As long as the restrictions you set are valid, you can already run your report even without saving your changes.
   7. Click Save.
   8. Repeat these steps for each column to which you want to apply a filter.
6. To run your saved report, click Run.
   Maconomy navigates to the Finished Report tab and displays the report output.

   Note: If a report takes too long to run or you want to make some changes and rerun it, just click the Cancel action displayed on your screen.

   If you already navigated to a different workspace, you can cancel the report by clicking the Finished reports icon and selecting Cancel from the actions dropdown available for that report.