InterAction's Report Designer is similar to other commercial report designers in both functionality and presentation. If you have designed reports using Microsoft Access, Crystal Reports, or Microsoft SQL Server Reporting Services, the concepts of the report designer should be familiar.
InterAction reports can be used to report against one data source - InterAction. Other reporting applications (such as Microsoft SQL Server Reporting Services) may be used to access multiple data sources.
If your organization prefers to use Crystal Reports or Microsoft SQL Server Reporting Services to create reports, you can export InterAction data to these applications. For more information on using Crystal Reports or Microsoft SQL Server Reporting Services with InterAction, see the Support Center Website.
If an InterAction out-of-the-box report or other existing report is similar to the report you want to create, it is a good idea to use the Save as New feature to create your new report. This feature uses an existing report as a template. For more information, see Saving a Report as New.
See the following for more information:
- Navigating the InterAction Report Designer
- Using the InterAction Report Designer
- Grouping Information
- Calculated Fields
- If Statements
- Date Calculations
- Adding Totals (Count)
- Setting the Page Size and Layout
- Adding a Logo or Picture
- Advanced Options Quick Reference - Sum, Total, and Other Tricks
Editing InterAction Out-of-the-Box Reports
Provided with InterAction are dozens of out-of-the-box reports. You can edit these reports to meet the needs of your organization.
Use caution when editing reports that are called from the View Printable Version links in the InterAction Web Client. These reports can be edited as necessary, however do not delete them. For more information, see Managing Reports That Are Accessible from the InterAction Web Client.