Amend an Adhoc Report
Previous Top Next

You may need to amend a report to add or delete columns, or to update the selection criteria before running it. 

1.      From the toolbar, choose any part of the system, e.g. Gx Sales, Gx Stock, Gx SOP etc. 
2.      Select Reports on the menu.
3.      Double-click Adhoc Report from the list of reports. 
4.      From the Saved Report list, double-click the part of the system the report is in.  E.g. Gx Sales, Gx Stock, Gx SOP etc.  This displays the list of Adhoc reports that have been written on your system. 
5.      Click the report you require. 
6.      To add a column to the report, double-click Dictionary Name from the list in the centre.  It will then be displayed in the list to the right of the screen.  To add search criteria to this dictionary, double-click it in the list of selected dictionaries on the right.  You can add an operand to specify the selection criteria you want applied within this field.  In the white Selection Criteria window, type your criteria enclosed by double quotes using the brackets as  wildcards if required.  Click the Ok button.  See Create A Report for further instructions on selection criteria. 
7.      To delete a column from the report, select it from the list of dictionaries displayed on the right and then click the Remove button.
8.      To amend the selection criteria against a dictionary, click the required dictionary item in the yellow Query box.  You can overtype the text in the Selection Criteria window then click Ok.
9.      To remove selection criteria against a dictionary, double-click the dictionary item in the yellow Query box. 
10.   To amend the user groups who are allowed access to this report simply tick or un-tick the check-boxes against the groups displayed at the bottom left of the screen. 
11.   To give the report a new title, overtype the Report Title at the top right.
12.   Click the Save button to update your changes to the report.  The report file name will be displayed, click Ok.

See also:       Print Adhoc Reports
                        Export Adhoc Reports
                        Delete Adhoc Reports