Views:
| How to set new report template in report power builder?



 

Description:

This article includes the steps required to build customized report templates and set authorized users to view this report in Mena system.

 

Notes:

This article for the system administrator who is authorized to add and customize advanced reports as per users needs using report power builder.

 

What you need to do?

  1. Navigate to MenaPay >> Reports >> Report Power Builder
  2. Choose current available report or add new template
  3. Insert template name description in Arabic and English
  4. Click on details and set below setup:
    • Select the report view type
    • Select the tables from where to retrieve data
    • Select the specific fields (columns) required in the report
    • Click on next >> next >> then test
    • Click on users setup to set authorized people to view the report
    • Click new >> select username >> save
  5. Click on Layout and rearrange the columns order
  6. Click on filters to add filtering options to the report view:
    • Click new >> insert filter description in Arabic and English >> select column >> Select filter type



 
| IT Infrastructure Department