Create a User Defined Report
1. Login to Tririga.
Click the My Report tab in Tririga.
Click the New link in your My Reports page.
Enter a Report name in the Name field.
Enter a Title for the new report in the Header (Title) field.
Enter a description of the report in the Description field if necessary.
Also click the Track History check box to ensure there is a historical record to your report.
Ensure the Business Objects tab is selected, and click the Add Business Object link.
The following is a sample report that the user can create to become familiar with how to create a User Defined Report in Tririga.
In the Business Object dialog box, select the following
- In the Module drop-down menu: Select Location
- In the Business Object box: Select Building
- In the Form box: Building
Click OK.
Go to the tool bar and click the Columns tab.
In the Select Column(s) to display on the report section, place a check in the checkbox of the following report column headings:
- Address
- Building Age
- Building Key
- Capital Asset Account Number (CAAN)
- City
- Construction Date
- County
- EFA Assignable Area
- EFA Building Gross Area
- EFA Non-Assignable Area
- Functional Affiliation Name
- Name
- Ownership Name
- Zip/Postal Code
Using the Move To Top, Move Up, Move Down, Move to Bottom action links, reorder the fields to match the order below:
- Building Key
- Capital Asset Account Number (CAAN)
- Name
- Address
- City
- Zip
- County
- EFA Building Gross Area
- EFA Assignable Area
- EFA Non-Assignable Area
- Construction Date
- Building Age
- Functional Affiliation Name
- Ownership Name
Click the Save button at the top of the form when you have completed the reorder of the columns for the report.
Click the Run Report button.
The new report is generated.
Click the Export button to download the report into an Excel spreadsheet.
Click the Cancel button to close out of the generated report.
Click the report icon to generate the report again as needed.
