Customizing Reports

8 articles

About Customizing Reports

ToolHound 6 has the ability to create customized versions of standard system reports for your organization. These reports are based on existing standard or "canned" ToolHound 6 reports..

Updated by Cheryl Wallace

Duplicating a Report

Any report can be duplicated: a standard report or a previously duplicated customized report. Once a report is duplicated, the report can be customized on the available tabs: Columns, Sorting, Filtering, and Layout.

Updated by Cheryl Wallace

Modifying the Columns on a duplicated report

To add columns to or remove columns on a duplicated report, edit the report and click the Columns tab.

Updated by Cheryl Wallace

Changing the Sorting on a duplicated report

The default sort orders will be copied to the report based on the type. Multiple sort orders are supported. An example is first sort by part number then by Item ID...

Updated by Cheryl Wallace

Customizing the Filtering on a duplicated report

The default Filter options will be copied to the report based on the type. Modifying the configuration of the Filtering tab determines what will be available to users on the quick Filter tab or hardcoded in the background of a duplicated report.

Updated by Cheryl Wallace

Editing the Layout of a duplicated report

The Layout tab determines how data will appear on the report page. It also determines how the data is grouped and whether there are totals.

Updated by Cheryl Wallace

Creating a Custom Report manually

Consider duplicating a report instead. Click Reporting on the left side menu then click Reports. Click +​ to start a new report...

Updated by Cheryl Wallace

Deleting a Report

Only a duplicated or customized report can be deleted. Standard ToolHound system reports cannot be deleted. To delete a customized report...

Updated by Cheryl Wallace