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<h2>Introduction</h2>
<p>Many of the reports available on TIM Enterprise focus on a particular
area. The Custom report is the most flexible report on the system and
as the name suggests is completely customisable. You can create almost
any conceivable report and if you want to save for future use, you
simply save it to <span class="button">My reports</span> and allocate your own friendly name to it
so it remains available for future use.</p>
<p>The Custom report can comprise of any number of filters and there are
numerous options available to allow you to display the data output in
the most appropriate way.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/custom_report_1.png" alt="Custom report" />
<h2>Running the report</h2>
<p>On the <span class="reference">Reports</span> screen, click on <span class="reference">Custom report</span> in the reports type list, as shown below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/custom_report_2.png" alt="Custom report" />
<p>You can tailor the report to your specific requirements by selecting the entity you'd like to apply the report to as well as the output format required. You can also limit the results by adding filters and options as detailed below: </p>
<h4>Entity</h4>
<p>The <span class="reference">Entity</span> allows you to choose which area of the directory you would
like to report on. If you want to run a report for your entire
organisation, you do not need to choose an entity.</p>
<p>If you want to select a specific area for reporting, click on the
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_button.png" alt="Add Entity button" />
button to get a pop-up window showing the areas of the directory you can report on.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/reports_3.png" alt="Add Entity" />
<p>To drill up and down simply click on the hyperlinks provided, shown in
the screenshot below as Aberdeen, Birmingham, Brighton, Cardiff etc.</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_1.png" alt="Entity panel" />
<p>Once you have reached the area you would like to report on, click on the green
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/tick_button.png" alt="Add Entity button" />
as highlighted in red below.</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_2.png" alt="Entity panel" />
<p>Alternatively if you are looking for a specific area e.g. person,
department, site, name etc, you can just enter the name and press the
<img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/search_button.png" alt="Search" />
button as shown in the example below:</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/entity_panel_3.png" alt="Entity panel" />
<h5>Selected Entity</h5>
<p>Once your entity you would like to report on had been selected, it will appear, as shown below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/selected_entity.png" alt="Selected entity" />
<h5>Delete an Entity</h5>
<p>In order to delete an entity, just select it with your mouse and click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/red_delete_button.png"> button above it, as shown below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/delete_entity.png" alt="Delete entity" /> |
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