How to Create My Reports
Generating reports by writing long queries each time can be cumbersome and time-consuming. SQL Guru's My Reports module streamlines this process by allowing you to save report queries, enabling you to generate reports with a single click in the future without having to rewrite the queries. This guide outlines the steps to create and manage My Reports in SQL Guru.
Step-by-Step Guide to Creating My Reports in SQL Guru
1. Navigate to the Report Config Module
To create a My Report, first, navigate to the Report Config module in SQL Guru.
A Report Type needs to be created first. This Report Type categorizes which department the report belongs to and aligns related reports for easy management. Click on Report Type at the top left corner, then click New to create a new Report Type. Common Report Types companies create include Account Payables, Procurement, and IT Controls. For example, in the Procurement Report Type, all procurement-related report queries can be saved.
Once the Report Type is created, the next step is to create a new report. Click on Report Config and then click New to start creating a report. Provide the necessary details: give your report a Report Name, assign a unique Report Code to your report, write a brief Description of the report, and associate the report with the appropriate Report Type created earlier.
4. Write and Save the Query
Start writing the query for the particular report in the query editor provided. Once you have written the query, save it.
To access your saved reports, click on the Main Menu and navigate to Report Catalog. Under My Report, you will find the Report Type you created earlier. Further navigate into the Report Type to find the report you created and saved.
From now on, with a single click, you will be able to fetch and Export those reports without rewriting the queries. SQL Guru significantly reduces the effort and makes report generation quicker and more efficient.
Benefits of Using My Reports Module
By following these steps, you can create and manage your reports effectively in SQL Guru.For further assistance, contact support@1trooper.com
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