Running Default Reports
To run a report in IndySoft, select Search/Reports from the main menu. You'll find an extensive list of ready-to-go reports for immediate use.
Search/Reports menu
When you click a report, the screen below appears first. It's set up by default — click Finish to view the report, or click Back to make temporary changes to how the report looks.
See the Print Builder help manual for more on editing IndySoft reports.
Report defaults
These reports return information based on the data currently in the IndySoft client. In this example, the report has returned all calibration information that's due this month, by company.
Sample report output
Report steps
Reports are broken down into five steps:
Five-step wizard
Step 1 — Equipment Filter
The Equipment Filter is preset and can only be changed in Print Builder. You can, however, make a one-time temporary change when you open the report — for example, change the Cal Due Date to between today and three weeks from now instead of within this month. With sufficient security rights, you can change the filter to reflect a temporary change. As soon as you close the report, the filter reverts to its original setting.
Equipment Filter
Step 2 — Print Options
This step lets you sort by an item of your choice and give the report a custom title.
Print Options
Step 3 — Display Fields
Pick the fields you want displayed on the report.
Display Fields
Step 4 — Modify Page Setup
Change the orientation of the page, the margins, the fonts, and the number of columns.
Page Setup
Step 5 — Print Report To
Select where the report will be sent by choosing one of the four radio buttons.