Creating a Report

Begin by viewing the video below for creating a new report:

 

ADHOC Reports How-To Video

 

 

 

 

 

 

 

 

Data Source

Description

Entry Data

Data related to entries.  (Ex. Entry Type, Release Date, etc.)

Profiles Data

Data related to profiles (customer information).  (Ex.  Address, Tax ID, Phone #, etc.)  

Billing Data

Data related to bills.  (Ex. Bill To, Accounting Code, Bill #, etc.)

Transaction Data

Data related to the transaction.  (Ex. Created On, Created By, Transaction Type, etc.)

Liquidated Entries

Data related to liquidated entries.  (Ex. Liquidated date, Duty, etc.)

Extended or Suspended Entries

Data related to extended/ suspended entries.  (Ex. Extension Suspension Code, Times Extended, etc.)

Daily Statements

Data related to daily statements.  (Ex. Amount Paid, Statement #, etc)

Fee Schedules

Data related to fee schedules.  (Ex. Fee type, special condition, etc.)

User Login Data

Data related to user login.  (Ex. User name, Date user signed on, etc.)

 

 

 

Report Fields

Now that you’ve created a report, you’re ready to customize it to your needs.  This begins with the selection of report Fields.  Choose the desired fields and these will be the output when you run the report.

 

 

 

 

 

Note: Changing the report data source will cause you to lose all fields/filters that you’ve selected.  Use caution when changing this source, and be sure to save changes to avoid loss of data.

 

 

 

 

In our "Sample Report", we’ll use the fields listed in the right column.  We’ll also click to move Port of Entry over to the column on the right, with the other selected fields.

 

 

Report Filters

The next step in generating your report is to select Filters.  These filters will determine which results will be displayed in the finished report.  

 

 

Field/Button

Description

Filter Field

Choose the field that will be used for this filter.  The example above uses Entry Type.

Operator (1)

The first operator field is a choice between IS and IS NOT.  This determines if your filter result will be all files that match the filter criteria (IS), or if the result will display everything that doesn’t match the specified filter criteria (IS NOT).

Operator (2)

Choose from:

= TO

> THAN (greater than)
> THAN or = TO

< THAN (less than)
< THAN or = TO

STARTS WITH

CONTAINS

This will determine the filter function.  For this example, we use "= TO".

Filter Against

Enter the data, amount, or other specific identifier for which this filter will compare the filter field against.  The example above uses 01 (entry type for a formal entry).

 

For our "Sample Report", we want all entries with Entry Type = 01 (formal entries)

 

 

Field/Button

Description

Add Filter

Click Add Filter once you’ve selected your filter criteria.  This will add a line to the filter column, which contains the complete description of your filters

Move Up/ Move Down

Use these commands to move the placement of your filters in the filter column.  These filters will process in order, so please be sure that the order of your filters is correct for the desired results.

Delete Filter

Click Delete Filter to delete the selected filter.  This is also used to delete other filter command functions (ex. AND, OR, etc.)

AND / OR

These are conditional commands that can be used to refine your filter(s).  AND will require that the file matches both filters.  OR will require that the file matches one of the two filters.

(Parentheses)

These are used as if this were a mathematical equation.  The parentheses are to denote the order in which the functions/filters will be run.  Any functions/filters in parentheses will be processed first, followed by those located outside of parentheses.