Custom Reports

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Custom Reports

Custom Reports:

Each customer has unique needs and requests for special reports. To accommodate this need, Docsvault enables users to develop their own custom reports. The reports can be used to gather information on, for example, pending invoices, completed projects, sales by customer, etc.  Real time reports can be generated from any document profile indexes. Any Docsvault user can create his or her own reports as needed and can either keep them private or make them public for all to access. Once created, custom reports can be executed with a simple click to display a real time report.

 

Build a Custom Report

 

Click on the Reports icon on the tool bar.

From the drop down list, select Add/Edit Reports. The Report dialog displays list of reports created.

Logo: Add your company logo to be displayed in your reports.

Click Add button to create a new report.

 

1.General settings for the report

 

Name: Enter a name for the report

Description: Write a brief description of the report

Category/Group: You can create categories to organize reports into different groups. Click on '+' button to create a new group or category.

Visibility: If you want all the users to have the privileges to view this report, check Public or select Private for personal use only.

Layout Options: The Layout options allows you to alter the presentation of the report:

oReport Title: Enter a title to describe the general purpose of the report

oPage Size: Select the page size of the report ex. US Letter, US Legal, A4, etc.

oPage Orientation: Specify the orientation of the report: Portrait or Landscape

oPage Header: Add text in the Header field to add static text to the header. Appears at the top right corner of each page.  

oPage Footer: Add text in the Footer field to add static text to the footer. Appears at the bottom of each page.

oAlternate Colors for Rows: Select alternative colors for consecutive rows of a table.

Click Next button to move to the next screen.

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2. Defining Criteria

Docsvault reporting is based on the document index values and general information of files such as created or modified dates, location, size, document status, document notes, etc.  For example, Invoices by customer in last quarter or Proposals by salesperson for a particular month

 

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3. Report Formatting

 

Choose the columns and their corresponding width and order in which you would like to display columns in the report. You can also sort data in ascending and descending order for any two columns.

 

For instance, you can display the general information of file details such as descriptions, size, dates etc. along with the file meta data details such as client, department, due date etc.

 

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Click Finish to save the report. The report format and criteria are saved and listed in the report drop down list.

 

 

To see Custom Reports:

 

Click on the Reports icon on the tool bar.

Your reports will be listed under Custom Reports. Click a report name from the list to see that specific report. Docsvault reads data from the repository in real time and generates report based on the filter criteria set by the user.

 

Once you have executed your report, you can easily modify the layout (scale, margins, orientation,  page size ) and add watermark for the output generated using the toolbar shown below.

 

You can also save or email the output in different formats.

 

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Custom Reports