Getting Started

In this article learn HOW TO:

  • Build your own reports
  • Sort, Group and Filter fields
  • Share, Export, Copy reports
  • Delete reports

Create a new report

  1. Open AccuAccount
  2. From the Reporting tab on the main menu line Select My Reports
  3. Select Create Report
  4. Under Template, there is a Drop Down menu.  Select the Type of report you wish to build (customer, deposit, loan, exception etc.)
  5. Give your report a Name and Describe your report
  6. Select Create
  7. Begin on the left hand menu and Click each box for information you would like to see on your report (To the right of the field name it will show if the field is number, test, date/time, true/false value)
    • See following section for sorting,  filters and grouping.
  8. Select the Save Icon

Info

All reports can be sorted, grouped and filtered: See the following section

Sort, Group and Filter reports

All reports have the ability to be Sorted, Grouped and Filtered at time of creation or after report has been saved.

Sorting Report

  1. Open and existing report or Create a new report
  2. Click in the Column Header to select a sort order. An Arrow will show if the sorting is  Ascending or Descending. If no arrow is showing it is the default order
  3. Select the Save Icon

 

Filtering Report

  1. Open an existing report or Create a new report
  2. Once a field box on the left hand side has been checked a Filter Icon will appear to the left of the field name.
  3. Click on the Filter Icon
  4. From the Filter Drop Down menu Select if you want your column will be filter by a Search choice or Multiple Selection Field
    • Search Choice: provides a search box that allows you to find items containing specific test.
      • Note: if searching by a date it must be entered as: MM/DD/YYYY
    • Multiple Selection Field: Provides a drop-down list of options to select from
      • Note: It is highly recommended that you only choose this filter for fields with a small number of options, other wise you may experience a performance problems with list containing large amounts of data
  5. Once a Search Choice or Multiple Selection Field is selected, a Filter Icon will appear on the column header. Click on the Filer Icon in the Column header and either enter a value or click each box to search by then Select Filter. The report will automatically refresh
  6. Select the Save icon

  

Grouping Report

  1. Open an existing report or Create a new report
  2. Once fields have been defined, Drag and Drop a column header to defined area. This will group that column (You can group more than one column)
  3. Select the Save icon

 

Share Reports

  1. Open AccuAccount
  2. From the Reporting tab on the main menu line Select My Reports
  3. Find the report you want to share and Click the Share with all users icon.   
Info

When sharing a report, other users Do Not have the ability to change the Original report

Export Reports

You have the ability to export report to Excel from an open report or from your stored Reports

  1. From the Reporting tab on the main menu line Select My Reports
    • From your list of reports - Find the report you want to share and Click on the Export CSV icon
    • From an existing or newly created report - In the upper left hand corner Click on the Export CSV icon
  2. A dialog box will automatically pop up, Type in Export Name (Optional)
  3. Select OK, you will be prompted to Open or Save Report
  4. Excel will open with the report information.

 

Copy Reports

You have the ability copy reports that have been shared with you.

  1. Open AccuAccount
  2. From the Reporting tab on the main menu line Select My Reports
  3. Find the report you wish to copy and Click on the Copy Report icon
  4. A dialog box will automatically pop up, Type in the Report Name
  5. Select OK
Note

This will make a copy of the report, but it will not be shared by default. If the report you are copying is shared with you, the new copy will become yours and will not affect the original.

Delete Reports

You have the ability to delete your own reports. 

Note

Any Reports listed Under 'Reports Shared with Me' can only be deleted by the original user that created that report.

  1. Open AccuAccount
  2. From the Reporting tab on the main menu line Select My Reports
  3. Find the report that is to be deleted and Click on the Delete icon
  4. A dialog box will automatically pop up, confirming you want to delete. Select OK

 

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