Helpful TIPS for running custom reports
·
Don’t select too many columns of data.
o Make sure users are only selecting the essentials of what they need to report on. Because the end user can select a multitude of data elements, performance may be slower than standard reports.
·
If the you do not select any filters/parameters
to run the report by, the report will return all data records that the
you, according to your role and the organization you are signed into, has access to. This could cause a very large amount of data
to return and, therefore, make the report take a long time to run. Make
sure you are selecting filter/parameter criteria that makes sense (i.e. Invoice
dates, buyer/supplier names, work or week ending dates, etc.) for the report
they are running.
o Be
specific about the org units you are running the report for. This will
also help eliminate processing of unnecessary data that the customer/supplier
may not need.
o Make sure you are selecting applicable dates to filter the report by. If running a buyer invoice detail report, make sure the user specifies accurate week ending dates for the data – that way the report will not return too many rows of data (because, otherwise, it is querying against every possible date).
·
Within Filters/Parameters use the following
“Hints” for making reports return faster:
o In
general, it is better to use as many filters/parameters as possible to narrow
the set of information returned in the output to only include the exact
information you need.
o Always
include to filters/parameters to select only those buyer and supplier organizations
that you are interested in.
o If
applicable, use parameters that control the statuses that are returned in the
report output. For example:
§
If running a timecard report, add timecard
status as a filter/parameter to only return the statuses you are interested in.
§
If running an assignment report, add
assignment/work order status as a filter to only return the statuses you are
interested in.
o If
applicable, use parameters that control the dates and/or date ranges that are
returned in the report output
o Use
‘Starts with’ instead of ‘contains’
o Use
‘equal’ or ‘in list’ instead of ‘like’
o Make
sure that the ‘case sensitive’ check box is selected
o Make
sure that the ‘hide duplicate rows’ option is Not
checked.