Cloud Reports: How to Create New Reports

  1. First, sign in to the Administration Portal.
  2. Click “Reports” on the left-hand side.
  3. To design a report, click “copy and insert” (middle button in-between the settings gear and trash bin) on an existing report under “Common Reports.”
    • Note: Common Reports are built by The EDGE™ so you should automatically see them.
    • Note: If you wanted to create a new report from scratch, or based off a Common Report without clicking the “copy and insert” option, you can choose the “New Report” option.
  4. Once you click the “copy and insert” button, a dialogue box will appear.
  5. The four different drop-downs within this dialogue box are:
    1. Source Folder: where you are copying the report from
    2. Target Folder: where this report is going to be saved; ending location for report
    3. Source Template: report that you are copying from and using as baseline
    4. New Report Name: what you are naming new report
  6. You can change the “cost types” by clicking on the boxes in the “cost types” box.
  7. Click Save when you are finished.
  8. In the upper right-hand corner, a green box with a check mark will appear when it is successfully added.
    Note: It will appear under “My Reports.”
  9. You can move to the designer by clicking the “Edit” button (the pencil and paper icon).
  10. A pop-up box will appear.
  11. Click on the “Design” button to modify the report
  12. Your report will pop up.
    Note: You may notice that the “Unit Price” column is left blank. This is done purposefully so that if you are getting pricing from your supplier, they can manually type in what that pricing is going to be.
  13. If you want to modify the report, there are multiple things you can do:
    1. At the top, you notice the column headers are Left-click on the column header one time, then right-click and choose properties.
      • A pop-up box will appear.
        Note: There are three tabs in this pop-up—general, font, and border.
      • You can now edit the information associated with the column you clicked on.
      • You can change the width of the column, the color, font and size of the wording, and many other things.
      • When finished click OK, and the report will update with your changes.
        Note: if you want to change column width outside of the properties pop-up, you can click on the column once, then click on the orange triangle that appears at the top of the column. This will highlight the entire column, and allow you to change the width by grabbing the column on the right side and dragging it left or right.
        Note: You can also do things such as inserting a new column by using the “Wizard” tool. Select the entire table (you will know it’s selected when there is an orange outline around the table). Click on the “Wand” in the top left corner of the page. This will open the “Wizard” pop-up box, and allow you to customize the columns that are currently being shown. In the right- hand column are the fields that you are currently showing. The left-hand side are the options you can choose to add. To add it, you click on what you want to add on the left side, and click on the arrow in the middle to add it to the right side.
        Note: You may have to reduce the width of columns in the table if the new column you added is not showing up on the page.

        • To make sure words wrap and do not cut off, just right-click in the table, click “Properties” and under the “Font” section, check the box that says “Word Wrap.”
        • If you want the newly added column to look like the other columns, left-click on the new column, then right-click and go to “Properties,” change the settings to match the other columns, and click “OK.”
    2. If you want to add an aggregate at the bottom that sums up all the material you have on the job:
      • Make sure the entire table is selected.
      • Click on the “Wand” icon.
      • Go to the “Summary” tab.
      • Click on any aggregate you wish to use, and click the arrows to move it to the right-hand column.
      • After it is moved to the right-hand column, you need to identify which column you wish to aggregate.
      • Click the “Column” drop down on the cost on the right-hand side.
      • Choose the column you wish to aggregate.
      • Click “OK.”
      • You will now see the aggregate you selected on the final page.
      • You can modify the settings of that column by right-clicking and selecting “Properties.”