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Generally, will find it easier to find an existing list report which is like similar to the one you want to build, then copy it and change the copy.

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• that all the list reports that come standard with Readysell have a code in the "Report ID" column. Each code starts with "L" which indicates a list report, then "-[nnn]" which indicates the built in report number
• any report with no report id is a custom report for your site that is not included as one of Readysell's standard reports
  
  

Click on the 'New' button at the top right of the screen to create a list report

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Enter a report name, consider starting all your report names with "MY" or some other word to remind you this is a built-in report. I am just going to use the lack of a reportid to tell this is a custom report in this case, but some dealers find adding a word at the front of the report name helps. I am doing a list of sale tenders as an example. So I will call this report "Sale Invoice tenter".

Enter a "Category" for the report. The category determines under which menu heading the report appears when displayed on the reports list. I want this example to appear in the sales section of reports, as it is about sale tenders, so I select "Sales" from the pull down list on the "Category" field.

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Click on the "New" button above the list of parameters on the "Parameters" tab

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Optionally add a filter, you probably don't need to complete this step If you want to add any filters, click on the filters tab and then new to add your filters. A filter follows the standard Readysell critiera struture which is explaned explained elsewhere in the user guide. You probably can just use a parameter As a general rule, if no parameters are available, add a filter, otherwise use a parameter I have included an example of a filter to select for a single date below Expand title Show me Click on the "Settings" tab and set the data access mode to "Server". This just makes the report run faster.   Expand title Show me   Click on the "Save and Close" button on the ribbon menu above your list report tab. Expand   Find your new list report on the "list reports" tab Highlight one of the parameter options Click on "Show Report Using Parameters" Expand title Show me Select a range on the parameters popup window that is sufficient for some data to show on your report Then click the "OK" button on the parameters window Expand title Show me

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Right click on the blank heading row at the top of the report and then left click on "Column chooser". The column chooser will appear blank, you have to add each field you want to use!

Click on the "Add" button near the bottom of the column chooser toolbox to add columns to your list of available fields

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If you want to group by a column, right click on the list report header and the select "show group by box"

Then drag the column you want to the group by box. 

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Once you are happy with your report layout. Click on the "Save Report Layout" button at the top left of the screen to save your completed report

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