Creating a reporting page

If you can't find the report you want in a FAST application, you can create your own reporting page based on a SQL query. Using the fields in the query, you can select the filter options and columns you want to use in the report. Creating the page is a straightforward process using the wizard. In Number 2 (below) the instructions have been broken into sections and correspond with each step in the wizard.

Required roles:

You must have a specific role to create a reporting page. The role is created by your institution—if you are not sure if you have been granted the role, check with the administrator for the FAST application.

To create a reporting page:

  1. On the Reporting Pages menu, click Create Reporting Page.

An Introduction page opens with the list of steps you must follow to create your reporting page.

  1. Click Start. These are the steps in the wizard, with detailed instructions.

  2. Enter Page Details for a New Reporting Page

  3. Select Your Query for a Custom Reporting Page

  4. Adding Security to a Custom Page

  5. Select Data Sort Order on a Custom Page

  6. Select Filters and Datagrid Columns

  7. Setting up Filters on a Custom Reporting Page

  8. Setting up Data Grid Columns on a Custom Reporting Page

  9. Select the Menu Location for the Custom Reporting Page

  10. Save and Create the Custom Reporting Page

  1.  

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Before the page can be used, it must be approved.

 

Adding Hyperlinks to a Custom Reporting Page

Assigning Roles to a New Custom Reporting Page

Related topics

 

 

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