Create standard reports

In this unit, you will learn how to create standard reports in Fusion Manage.

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Create a New Standard Report - Exercise

In this exercise, you will create a new standard report. 

  1. In the navigation menu, select Advanced Tools > Reports.



  2. At the top of the Report List page, select the Change Orders workspace from the drop-down list and click Go.



  3. In the Edit Report window, enter the following in the General Information section: 
    • Report Name: COs by Month
    • Report Description: Change Orders by Month
    • Limit Results: Unlimited
    • Report Access: Private Report



  4. In the Grouping section, set the following: 
    • Enable Grouping: Enabled
    • First Group: Completion Date
    • Group Date by: Calendar Month



  5. In the Display Columns section, set the Type of Aggregation to show to Count. Select Number (Count) from the list on the left, then click the arrow to add them to the list on the right.



  6. Leave the Filter rows, only showing items where section blank. 
  7. In the Sort Order section, set the First Sort to Completion Date and select Ascending.



  8. In the Chart section, set the following: 
    • Chart Type: Column
    • Chart Title: Change Orders by Month
    • X-Axis: Completion Date
    • Y-Axis: Number (Count)
    • Y-Axis Range (Optional): Max 10
    • Labels (Optional): 
      • X-Axis: Month
      • Y-Axis: Number



  9. Click Save.
  10. On the Report List page, in the My Reports list, find the report you just created and click one of the options in the Run As column to output it. Note: You may not have enough data in your tenant to output a proper report, but you can confirm that your settings are correct.