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Tactician Techniques

Custom Report Builder

In Tactician Online we will soon be offering a new Custom Report Builder. This new feature will allow you to combine sections of other reports into a custom report. You can create and save this report to run with any of your online sites and trade areas and can edit and modify your custom report at any time.

The custom report can be created and managed in Tactician Online’s My Sites and Data section.

  1. In My Sites and Data, select Custom Reports.
  2. At the custom reports screen, select New.
  3. Provide a name and description for your custom report.
  4. Use the Section Group drop-down menu to select a data category.
  5. In the Available Sections list, select the desired section(s) and click Add Selected Section(s). The sections appear in the Selected Sections list.
  6. Optionally use the Move Up/Move Down commands to organize the sections in the order you want them to appear on the report.
  7. When you have completed your selections, click OK.
  8. Next time you are ready to generate a report, your new custom report will be available in the report list.

    Note: If you mix report sections of different types (summary/component/indexed) Tactician will group the sections first by type and then display them in your designated order.

 

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