Summary
In this guide, we will show you how to manipulate existing reports in Moves+.
Step by Step Guide
1. Open the Reporting Module.
2. Click Edit next to the report you want to manipulate.
3. Select the following as desired;
Fields selector
- Select and deselect fields if you wish to manipulate the report before exporting Query Builder.
Query Builder
- This allows you to create rules and functions based on the fields you have selected Grouping.
Grouping
- For some reports you will be able to group lines together by field.
Preview
-
Click to preview results.
-
Use the search function to examine data within the report.
Save query
-
Choose this option to save the new report should you wish to use it again.
-
Note: If you manipulate a report and click ‘save query’ the new filters will apply when you view the report again.
Export Data
• Select the way that you wish to export the data in (e.g. XLS for excel file).