Reporting > EDocs Reports > User-Defined Reports

Role Access: All

The User-Defined Reports option allows users to create reports using the previously created report definitions. User-defined reports cannot be generated without a report definition selected.

With the report definition selected, the user-defined report can be generated using data from a particular time frame (start and end dates). Other search criteria and filters may also be applied to narrow the report results further.

If you are already in the Manage Report Definitions screen, you can click the Run User-Defined Reports instead of selecting User-Defined Reports from the Reporting menu.

  • To generate a user-defined report, hover over the EDocs Reports menu from the Reporting menu select User-Defined Reports to display the User-Defined Reports page. The page contains several filters and a drop-down list of the existing report definitions to choose from.

    An explanation of each option or field is shown below the print screen:

    • Start Date and End Date: Specifying one or both of these dates defines the period used to identify the data used in the report.

    • Customer Ref ID: The CAPS Customer Reference ID (not confused with a ‘CRID’).

    • Job ID, Job Number, Permit Number, and Mail Owner: Many of these filters may include or exclude the desired data in a report.

    • Report Definition (Required): A drop-down list of previously created report definitions. Select the report definition to be used with the user-defined report being created/generated.

      Suppose at any time the user wishes to review or edit a particular report definition before selecting it for a user-defined report. In that case, they can quickly return to the Manage Report Definitions screen (where all of the existing report definitions are listed) by clicking Manage Report Definitions located near the top of the User-Defined Reports screen (see image above).

    • In addition, the screen contains the following function buttons:

      • Reset: Clears previously set filters and resets the start and end dates to current.

      • Run Report: Runs a report using the configured filters and the selected report definition.

      • Show/Hide: Shows or hides the filters on the screen.

  • When Run Report is clicked, the screen will update. The filters will hide on the screen, and the report results will display below the filters area. Export to Excel and Export to PDF buttons will also display if the generated report contains data.

    Clicking Export to Excel generates an Excel file of the displayed report that can be saved outside the MSP’s PostalWeb site.

    Clicking Export to PDF generates a PDF file of the displayed report that can be saved outside the MSP’s PostalWeb site.

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