Standard Reports - Overview

Standard Reports are created using the IndySoft Standard Report Wizard. This wizard allows the selection of a basic report type, display fields/order, filter information, and page setup. System Administrators set up the visibility for standard reports in the Profile Manager...Options...Set upCustom Search By's/Reports utility.

Standard Reports can be accessed through the Search/Reports Menu icon in the IndySoft header. Reports may also be accessed through the PrintBuilder module. Several pre-designed templates are already included.

PrintBuilder Standard Reports Dialog

When you double-click on a report in the grid or create a new template, the report wizard dialog will appear (as pictured below).

IndySoft Report Wizard Dialog

Report Wizard Exit Icon

Note: If you want to exit the report wizard at any point during the setup process, click on the door icon in the lower-left corner of the dialog. This will open a prompt with either one or two options, 'Save & Exit' or 'Cancel & Exit,' depending on your changes.

Report Wizard Exit options |