Install A Custom Report

Installing a Custom Report is Easy

Most likely the Support Team has emailed or put an attachment in your Support Ticket.

 

From any computer that is running Artisan and is connected to your current data…

Step 1: Save the .xml file locally.

Save the .XML file to a place where you can find it. Maybe in your Documents\Artisan folder.

Usually, this can be done by clicking on the attachment.

 

Step 2: Import into Reports

Click on the Go Button and choose Reports and then Report Designer.

Click on F3 – Add A New Record

 

Click on the Import Form button.

 

Select the File from the File Chooser.

    

 

Choose the correct Report Group category. This grouping helps specify security and report groups. Note the other options on this form too.

 

Click Save and you are brought back to the Report List.

 

Click Close Screen and then you can either choose the Report Group or choose Custom Reports. Choosing the Custom Report is normally the fastest way to choose your custom report.

 

If you have lots of custom reports and you want to narrow your search down, you can find the Custom Report section under each group.

Click on Custom Reports.

 

Choose your new report from the list.

 

From your Report, you can do all the normal report activities, which could include exporting the data to a file. Some reports, like this Vendor Export file, are designed to do just that.

 

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