Creating and Editing Custom Reports

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Overview

Creating or Editing a Custom Report

  1. Go to the Main Menu.

  2.  Press [F11]. The database objects window opens, if the user has access to that screen, which is controlled by the OMS security system.

  3. Click on the [Reports] button in the Objects column on the left-hand side of the screen to see the list of reports that are provided with the program.

Creating a Custom Report from one of the SEOM Standard Reports

  1.  Click on the report to be customized.

  2.  Press [Ctrl+C] or right-click and choose [Copy].

  3.  Press [Ctrl+V] or right-click and choose [Paste]. Enter a file name for the new report.

  4.  Edit the report in design view, as needed.

  5.  Save the report.

  6.  Go to the Custom Report Maintenance screen and export the new report to the Custom Reports.mdb.

  7.  Click the [Add to Custom Reports Menu] button.

  8.  The new report will be listed in the Report Menu.

Building a Custom Report from Scratch

  1. Click the [New] button and enter a name for the new report.

  2.  Use the report wizard to select the data and layout for the report.

  3. Save the report.

  4. Go to Custom Report Maintenance screen and export the new report to the Custom Reports.mdb.

  5. Click the [Add to Custom Reports Menu] button.

  6. The new report will be listed in the Report Menu.

Additional Information

Custom Report Maintenance

How to Create a Custom Report from a Stone Edge Standard Report

Report Menu

Security System

 

Created: 5/2/12

Revised: 3/5/14

Published: 04/14/16