Overview
The Custom Reports applet allows the end user to construct Custom Reports (Reports, Data Grids, Actions, Warnings) that will be housed in the application and will appear on the InFocus menus. There are several Custom Reports available out of the box and are designated as System (i.e. Standard custom reports created by Clearview). Please note: Access to this applet is permissions based and knowledge of SQL is required.
Many of the project related custom reports are designed with project leader security.
| • | Project Accountants can see all projects. |
| • | Principals-In-Charge can see projects where they are the principal or project manager. |
| • | Project Managers can see only projects where they are the project manager. |
| • | Employees with no job type in their employee setup cannot see any projects. |
Navigation
On the left of the applet window is a list of reports. Double click on a report type to bring up the report in the Edit mode on the right. If it is a system report, it cannot be edited.
