Customizing a built in list report
- Monica Chand (Deactivated)
- Van Ho (Deactivated)
- John Nairn (Unlicensed)
You can't change any of the built in list reports, those list reports with a report id filled in on the first column of the list report list view. To change a built in report you have to copy it first.
From the navigation panel. select reports then list reports
Note:
- 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
Find the list report you want to run by either:
- Viewing the list of reports displayed on the list report menu
- Looking for a report the may suit your requirements in the user guide, see Key List Reports Overview
For this example, I will use list report L-018 Stock report
- Highlight the report you wish to change
- Click on the "Copy" button near the top left of the screen
A new tab will display showing a copy of the built in (or custom) list report
The name of the copy will start with the word "Copy Of"
Start by removing the "Copy Of" text and add a name that is meaningful to you. Some dealers find adding "My " to the front of all their custom reports is helpful
Then click on the "Save and Close" button to save your new report
- Find your report and run the report. You need to have the report output displayed on the screen before you can change the report
- Highlight one of the available parameters on the "Parameters" tab
- Then click on the "Show Report Using Parameters" button
Fill in any options on the parameters popup window, then click on the "OK" button
There will be a delay while the report runs.
Once the report is displayed on the screen, use all the usual list editing tools such as grouping, group totals, report totals, hiding details to edit your report. Changing a report is covered in the user guide as part of Creating a new list report
Then click on save to save the report
See also:
Customising Readysell lists and detail view user interface then saving and sharing the results
Changing the formatting on lists using appearance rules