Creating a reporting page

If you can't find the report you want in a FAST application, you can create your own reporting page based on a SQL query. Using the fields in the query, you can select the filter options and columns you want to use in the report. Creating the page is a straightforward process using the wizard. In Number 2 (below) the instructions have been broken into sections and correspond with each step in the wizard.

Required roles:

You must have a specific role to create a reporting page. The role is created by your institution—if you are not sure if you have been granted the role, check with the administrator for the FAST application.

To create a reporting page:

  1. On the Queries menu, select Page Builder, then Create Reporting Page.

  1. Click Start. These are the steps in the wizard, with detailed instructions.

  2. Enter Page Details for a New Reporting Page

  3. Select Your Query for a Custom Reporting Page

  4. Adding Security to a Custom Page

  5. Select Data Sort Order on a Custom Page

  6. Select Filters and Datagrid Columns

  7. Setting up Filters on a Custom Reporting Page

  8. Setting up Data Grid Columns on a Custom Reporting Page

  9. Select the Menu Location for the Custom Reporting Page

  10. Save and Create the Custom Reporting Page

  1.  

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Before the page can be used, it must be approved.

 

Adding Hyperlinks to a Custom Reporting Page

Assigning Roles to a New Custom Reporting Page

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