- Click Modules icon and select Documents.
- Select a folder where you want to create a report. In the top right corner, click the three dots and select New Report.
- Provide a descriptive title for your report.
Enter a brief description to explain the purpose of the report.
- Apply Filter Conditions (Optional)
- Click Add Simple Condition to filter by a single criterion.
- Click Add Nested Condition to create more advanced filter combinations.
- Choose the Report Columns\
Select the information you want to display in the report by checking or unchecking the available columns. You can also drag and drop the columns to change their display order.
- Set the Sort Order\
Choose whether the report should be sorted in Ascending or Descending order.
- Select a Sort by Field\
Choose the field used to sort the report, such as Vessel, Vendor, Job Type, or another available option.
- Group the Results (Optional)\
If required, group the report by a category such as Vessel, Vendor, or Job Type to organize the results.
- Once you have successfully created a report, you can run it by clicking Reports in the top blue ribbon and selecting the My Reports tab.
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