Reports

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

To launch the Reports tool, click the

on the toolbar. A list of available reports appears.

Each report is listed by name, along with a brief description and its file name. A checkmark in the Quick Reports column indicates whether the report is a Quick Report.

Reports can be grouped together to make it easier for users to find reports for a specific department or those that relate to their specific position.

At the top of the Report window, use the Report Group drop-down to select a group. The window displays only 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.

Select the report to update from the list and click the button.
Enter or change the Report Name or the Report Description.
Select your updated .rpt file using the Choose File to Upload field.
Assign or change the report to a group (optional).
Note: The reports that Lucity provides with the software cannot be updated.

To add a new report, click the Add button . The following dialog appears:
Enter the Report Name, Report Description.
In the Report File Path enter the name of the folder the report file should be uploaded to.
Note: These reports are automatically uploaded to the location specified in the Lucity Administration Tool under the System > Settings > Documents tab Path where Reports are stored setting.

Note: If the folder name entered does not exist it will be created within the folder the reports are uploaded to.
Under Choose File to Upload click ... and select the .rpt file you would like to upload to the web server.
Note: The name of the .rpt file being uploaded cannot match any other .rpt files used.
Assign or change the report to a group (optional).
Choose or change the type of report:
- Standard Report - The report will generate when the user clicks the Report tool, selects the report and how to run it, and runs it.
- Quick Report - All Records - Adds the report to the Quick Report drop-down list, located next to the Report tool. The report will always run against all records.
- Quick Report - Filtered Set - Adds the report to the Quick Report drop-down list, located next to the Report tool. The report will always run against the current filter set.
- Quick Report - Current Record Only - Adds the report to the Quick Report drop-down list, located next to the Report tool. The report will always run against the current record.
Click Save.
- When editing, the Save button is replaced with an Update button.

To edit a report, select it from the list and click the Edit button .
Enter or change the Report Name or the Report Description.
Assign or change the report to a group (optional).
Choose or change the type of report:
- Standard Report - The report will generate when the user clicks the Report tool, selects the report and how to run it, and runs it.
- Quick Report - All Records - Adds the report to the Quick Report drop-down list, located next to the Report tool. The report will always run against all records.
- Quick Report - Filtered Set - Adds the report to the Quick Report drop-down list, located next to the Report tool. The report will always run against the current filter set.
- Quick Report - Current Record Only - Adds the report to the Quick Report drop-down list, located next to the Report tool. The report will always run against the current record.
Click Update.
Note: The Report File Path and File Name cannot be modified for reports that Lucity provides with the software.

In the Report screen, select a report to run.
Select whether to run the report against:
- All Records
- Filtered Set
- Selected Records
Select how to view/distribute 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 his or her address set up in the Lucity Security program.
- View as HTML - Opens the report in a web browser as an .html file.
A pop-up appears with the report in it.

Click the drop-down arrow next to the Report tool.
Select the desired report from the list.
A pop-up window appears 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 that can be printed and used 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. The report may not run properly if it is run against all records.