Creating a New Report

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Note: This section of the SchemeServe guide takes you through the basic reports and into developing your own reports. To get the most from this section it is highly recommended that you read through each component in order. To help with this we have labelled each section with a number in the “see also” section.

If you wish to create a completely new report in SchemeServe it's very simple to do so.

  1. Log in to SchemeServe
  2. Click the Reports Tab
  3. Click the New Report Button
  4. Use the Drop Down Menu to select the type of Report to Create
  5. Click the Create Report Button to create the report or the Cancel Link to Exit without Creating the Report
  6. Under the General Tab you can Edit the Name of the Report, The Date Range the Report will Cover, The Conditions of the Report, You can see the Report Type, and Edit the Visibility of the Report for other Users
  7. Under the Columns Tab you can see and edit the Columns that will appear on the Report – you can also set the Value for the Graph and how Rows are Grouped in the Report
  8. You must click Save Changes to save your changes if the “View Report Now?” Box is ticked the report will then be displayed in SchemeServe for you to evaluate (if you don't want to view the report untick the “View Report Now?” Box)

Video Tutorial

See Also:

  1. About SchemeServe Reporting
  2. Understanding and Using the Graphical Charts
  3. Listing SchemeServe Reports
  4. Copying an Existing Report
  5. Editing an Existing Report
  6. Creating a New Report
  7. Setting Conditions in a Report
  8. Columns in SchemeServe Reports
  9. Formula Columns
  10. Printing and Running Reports
  11. Exporting Reports
  12. Reviewing Case Data from Reports
  13. Deleting Reports