This section describes how you can create new report templates.
To create new reports, perform the following steps:
1. Click Reports > My Reports.
The My Reports - list page is displayed.
2. Click New at the top right of the screen.
The My reports - Create page is displayed.
3. Select a report type from the Report type drop-down list, and then click Next.
4. Select a relevant option, or enter the following details:
Field name |
Description |
Partner Type |
Select the types of trading partners. |
All Partners? |
Select this check box to include all the partners. |
Document Type |
Select a document type from the drop-down list. |
Document Status |
Select a document status from the drop-down list. |
Exclude Email Partners |
Select this check box if you want to exclude e-mail partners. |
Exclude Tradex Portal Partners |
Select this check box if you want to exclude the Tradex Portal partners. |
Exclude Disabled Partners |
Select this check box if you want to exclude partners disabled fromTradex Portal. |
Partners with data only |
Select this check box to include only those partners who have transactions. |
Report Type |
Select a valid option. |
Document Status Days |
Select the number of days that will be applied to the document status. |
Specified Date |
The date selected to generate the report. |
5. Click Next to enter the following scheduling details.
· Schedule Report: Select this check box if you wish to run this report automatically at scheduled intervals.
· Scheduled Date: The date on which the report must be generated.
· Runs every year?: Select this check box if you wish to run this report every year on the date selected.
· Email Report to: The e-mail address to send this report to.
· Attach CSV Report: Select this check box if you wish to attach a .CSV report to the e-mail.
· Next run date: The next date to generate the report.
6. Click Next to select the trading partners to be included in the report.
7. Select the trading partners from the list displayed.
8. Click Save to save your report type.