Reporting FAQs

Run a report

Locate the report and click the run icon . If required, select one or more items from each filter options displayed and then click the Run Report button.

Save the final report as PDF

Run the report and either use the Open as PDF button in the preview toolbar and save it using your PDF viewer's Save button, or click the Export button and select PDF. The web browser prompts you to then save the report.

Add a report to My Favorites

Right click on the report and select Add to Favorites.

Add a footer

1. Select and run the report.
2. From the Preview toolbar, click the Footer button .
3. Click the radio button next to the empty text box.
4. Enter the footer text (95 characters maximum). The footer is only applied to this report.
5. Click Apply.
   
   

Make a copy of a report

Right click on the original report and select Duplicate. The copy is placed in the Private tab.

Change the order of columns in the report

Select the report and click the Edit button . In the Columns list box on the right, select the column to move and use the up or down arrow buttons located at the far right to reposition the column. The topmost column is at the far left in the report - unless grouping is used. Click Run Report to preview the change and then click Save.

Output to Excel

Run the report and then, from the preview toolbar, click the Export button and select xls or xlsx. The web browser prompts you to then save the report.

Can I create a private report?

Yes. Whenever you create a new report it is set as Private by default. It only becomes public if you chose to publish it. If you make a Duplicate of a public report, it automatically is copied and placed in your Private tab.

What do these buttons do?

The view splitter buttons are located in the upper right corner of the screen when editing or building a new report. These buttons permit the user to show/hide the top or bottom panes.

The left most button hides the preview pane (the bottom pane).

The middle button displays both the bottom and top panes.

The right most button hides the top pane permitting the user to see more of the previewed report.

Adjust the width of columns

1. Select and run the report.
2. From the Preview toolbar, click the Set Column widths button .
3. For each report column, use either the Auto width option or manually type in a new width - in pixels.
4. Click Apply.

Search for something within the report

The Reports view does not have the built-in ability to find specific data within your report. You may however use your browser's search function - normally initiated by using Ctrl+F.

What are the different types of available reports?

Dovico's built-in reports are designed to review and analyze time, expenses and their costs. The data is typically displayed in standard rows and columns, or in pie and bar charts. Complete details are located in the Data and Display Types topic.

Remove a column from the report

Select the report and click the Edit button . In the Selected Columns list box on the right, select the column to remove and then click the remove arrow button . Click Run Report to preview the change and then click Save.

Add a column

Select the report and click the Edit button . In the Columns list box on the left, select the column to add and then click the add arrow button. Reposition the new column using the up or down arrow buttons. Click Run Report to preview the change and then click Save. A description of all the available columns can be found in Default Columns.

What does the "Keep the filter picks made below.." checkbox do?

This checkbox is made available so that your filter picks can be saved with the report. If this box is not checked, you and other users are required to select items or options from each filter displayed every time the report is run.

Automatically e-mail a report to myself or other users

You can setup any report to be automatically e-mailed to any Dovico user by scheduling the report.