Reports

The Reports tool allows users to run and configure reports in the web application. Reports are documents that automatically pull information out of the Lucity program and display it different ways. Reports can give detailed information about one item, or can give general overview information about sets of items.

To launch the Reports tool click the

on the toolbar. The following window will appear:

This dialog displays each report by name. It also lists a brief description of each report, the report file name, and indicates whether the report is a Quick Report.

Reports can be grouped together. This makes it easy for users to find reports for a specific department, or reports that are for their specific position.

At the top of the report window look for Report Group and use the drop down to select a group.
The window will now only display the reports in this module that are related to the selected group.
Select All in the drop down to show all reports for the module again.

To add a new report, click the Add button . The following dialog will appear:
- To edit a report click the Edit button instead.
Enter a Report Name, Report Description, and the Report Filename (the name of the actual .rpt file)
Assign the report a group (optional).
Choose the type of report this will be
- Standard Report - The report will be run by clicking the the report tool, selecting the report and how to run it, and running it.
- Quick Report - All Records - Adds the report to the quick report dropdown list next to the report tool. The report will always be run against all records.
- Quick Report - Filtered Set - Adds the report to the quick report dropdown list next to the report tool. The report will always be run against the current filter set.
- Quick Report - Current Record Only - Adds the report to the quick report dropdown list next to the report tool. The report will always be run against the current record.
Click Save.
- When editing the Save button will be replaced with Update.

In the Report screen select a report to run.
Select what the report will be run against
- All Records
- Filtered Set
- Selected Records
Select how to run the report
- View as PDF - Opens the report as a pdf file.
- Send to Email - Sends the report to the current user's email address. Note: The current user must have their email setup in the Security program.
- View as HTML - Opens the report as html.
A popup will appear with the report in it.

Click the drop down arrow next to the Report tool.
Select the desired report out of the list.
A popup window will appear with the report in it.
Note: Quick Reports are generated as PDF reports and are limited to 10 pages.

Note: Reports cannot be run on the Filtered Set if the Filter is created on a Comment field.

Note: The Work Order Form (Blank) is a blank Work Order form that you can print out and use to enter information about a new or existing work order. It contains no data. If you want to use this Work Order form, print it against a single record rather than against all records. This report may not run properly if it is run against all records.