The Moveware reports module allows you to save custom versions of reports with the filters filled in the way you like it.  For instance, if you are commonly running a report for yourself as a sales rep, and having to enter your initials in the Sales Representative filter before running the report, you can save a version with the Sales Rep field already populated with your initials.

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How to Set a Custom Report (Example)

Using the Job Summary Report as an example, let’s take a look at how we can configure this report into a custom report based on our desired filters and setup.

1. Add the report filters required – in this case I wish to see any ‘IM/EX’ (Import/Export) Jobs that user MWA has created that are being Uplifted this week for Branches ‘MEL/SYD’.
   
   
   
   
2. Press the Save Defaults button.
   
   
3. Press Yes to the following prompt:
   
   
   
   
4. Enter a description of the custom report and press OK. Note: The name of the reports must be unique to the user.  For example, a user is unable to have multiple reports with the same description.
   
   
   
   
5. Success!
   
   
   
   
6. Now, the custom report you have configured will appear accordingly:

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