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List Reports
List Reports
Overview
This feature is not available in Readysell Lite.
Getting started
See also a list of all the list reports, there purpose and how they might be used:
Videos
Reference
Buttons
Refer to Common Buttons
Image | Name | Description |
---|---|---|
Filter |
Fields
Field | Description |
---|---|
Report Name | Name description of the report |
Category | The category the report goes under |
Data Type | Data type is what type of data it uses. I.e. Card reports pull the data type from cards, Contract products report uses data type product contract. |
Parameters tab
Fields | Description |
---|---|
Parameter Name | |
Parameters Type Name |
Filters tab
Field | Description |
---|---|
New | |
Copy | |
Show Report Using Filters | |
Query Name |
Settings tab
Field | Description |
---|---|
Built In | Whether this report is built into the Readysell system, or custom created (either manually or by downloading from the Readysell Store) |
Auto Open | Whether this report should automatically open in the default application associated with the export format (rather than previewing in Readysell first) |
Cubed Data | Whether this report is running from cubed data (rather than live, transactional data). |
Data Access Mode |
|
, multiple selections available,
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Running an existing list report
Running an existing list report
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Creating a new list report
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Customizing a built in list report
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Reports
Reports
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Financial report generation
Financial report generation
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Management reports
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