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Harness the power of your FunctionFox data with our Advanced Client Report, which allows for greater flexibility in reporting and the ability to create customized report templates.
Customize your report by clicking on the Show Fields pick list
In the example below the personnel field is being added to the report.
Removing fields: you can remove any field by dragging it back to the "Available" section - or by double clicking the field.
Note: If you plan to print your reports we recommend limiting your section of "Available" columns to 12 fields to keep your report legible.
In this example, we are applying an additional filter to the Personnel field. This is so we can narrow down our report to only show data for a specific person or personnel department group.
The visibility icon will turn teal (visibility) once enabled.
Your report form should now contain a Personnel pick list.
Drag the arrow below the field for you would like to subtotal by.
In this example, we are looking to subtotal by Client.
Note: All fields above the subtotal line will be subtotaled.
Once the report has been generated you can print the report by clicking on the print icon at the top of the page, or save the report as an Excel, PDF, HTML, or CSV file by clicking on the links at the bottom of the page.
Click on "Close Back" to return to the report parameters, or click "My Report" to return to the main report listings page.
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FOX TIP: Having trouble creating the report that best highlights the data you need to see, or having issues with setting the report up? Contact our Success Team for assistance.
Create a report template that allows you to quickly pull account data, without having to re-select all your reporting parameters.
To create a template report:
This will add a copy of the report to your report table listings. Click on the report name to populate the report settings and update selections as required.
Once you’ve renamed a report or created a new template, you will see a listing of all available templates (based on the parent report)listed as: Your New Report Title (Default Report Name). You will also see a listing of all available templates listed on the My Reports table. Once you have created a template you can choose to favorite, share, or make additional templates of the report.
Learn more about these features by reviewing our My Reports help article.
When sharing reports (see My Reports for more details) you may want to lock a certain field from being changed, you can toggle the visibility icon (visibility) to a padlock (lock). This can be done from the Show Fields pick list or from the report form.
In this example, we are wanting to lock other users who may have access to a copy of this report (through the shared report feature) from changing the personnel field
You can see that the Personnel parameter is locked to "Emma Cavendish" and "Johnny Fox".
There are several ways in which to filter results for text fields:
Note: not all aggregate value fields are compatible with select displayed fields - if a field in not compatible, it will state at the top of the generated report the conflicting fields and will remove the aggregate field on the report.
See how to manage your custom reports in the My Report Listings.
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