Contact
MRI Global Client Support at (877) 579-8896 to enable Configurable
Reporting.
Configuring reports allows you to customize individual reports by changing and reordering the columns within the report.
You can only configure reports to which you have security access.
Note: You can maintain security access to the Configurable Reporting tool itself via the System Administration > Define Access Tab. Only users with roles which have the Access Level of “Full Access” will have access to the Configurable Reporting tool.
Contact
MRI Global Client Support at (877) 579-8896 to enable Configurable
Reporting.
To configure a report, follow these steps:
MRI strongly
recommends that users without extensive familiarity with creating templates
contact MRI Global Professional Services at gpsrequests@mrisoftware.com for
assistance.
Note: Certain parameters are considered “Default Parameters” and are outside the scope of the Configurable Reporting tool. These parameters will not be available when choosing the Configurable Reporting option but will remain an option when running the report in normal mode.
4. Select a header/footer template, or click the Create or Edit button to make a new template or modify the selected one. Selecting a header/footer template is optional.
a. Enter HTML in the Report Header field and the Report Footer field.
MRI strongly
recommends that users without extensive familiarity with HTML contact
MRI Global Professional Services at gpsrequests@mrisoftware.com for
assistance with creating custom header and footer templates.
b. Click Save to save over the existing template, or change the name in the Header & Footer Name field and then click Save to create a new template.
Styling
for Internet Explorer 7, the embedded browser, may not be the same as
the styling for the default browser if your default browser is a later
version.
a. Enter CSS in the CSS Editor field.
MRI strongly
recommends that users without extensive familiarity with CSS contact MRI
Global Professional Services at gpsrequests@mrisoftware.com for
assistance with creating custom format templates.
b. Click the Load Default button to override any existing CSS and restore the default settings, if necessary.
c. Click Save to save over the existing template, or change the name in the Format Name field and then click Save to create a new template.
6. Enter a report title that will appear at the top of the report.
7. Organize the report.
Note: Multiple columns may be selected simultaneously by holding down the SHIFT key or the CTRL key while clicking. Clicking a heading will select all columns within that heading.
· To add a column, double click the column on the left or click the Add Column(s) button.
· To remove a column, double click the column on the right or click the Remove Column(s) button.
· To add all columns, click the Add All Columns button.
· To remove all columns, click the Remove All Columns button.
·
To
reorder the columns within the report, use the Up 
and Down 
buttons.
Note: Columns can only be arranged within their group.
8. Select the field
by which to group the information within the report.
9. Click Update Template to save over the existing template, or change the name in the Template field. Then click Save Template to create a new template.
10. Click the Build Report button to generate the report within Bostonpost, and then click the Save Report External button to save the report outside of Bostonpost.
11. Click the External View button to generate the report within an external web browser.
12. Click the Export to Excel button to export the report to Excel.
Note: The report may export with a blank first sheet; if this is the case, the report is on the second sheet.
