1

Select the Customer from the Customer Accounts section.

2

Select your desired report type link (Create New Custom Report or Create Automated Update) from the Reports section.

• 
• The following message displays when creating an Automated Update report. Select OK.

RESULT: The Report Definition section opens.

3

In the Name field, type in a report name that is meaningful to you.

4

Select if you wish this report to be Shared or Private.

5

In the Columns Selection section, use the left and right arrows to select or deselect your desired data fields. You can use the up and down arrows to arrange the data fields in the order you wish to see them in the report.

For Automated Update Only:

HP Financial Services uses a combination of three fields to create a unique identifier known as the Identification Keys for each asset. The three fields are Customer Code (number), Source Geo, and Asset Code. These fields are pre selected and cannot be unselected. The values in each of these fields must be greater than one. Blank is not a valid value. For additional information, see Identification Keys Explained.

6

In the Sorting / Grouping section, select your sorting options.

7

In the Filters section, select how you wish the data to be filtered.

8

Once you are completed and satisfied with the report, select the button.

9

RESULT: A sample of the report displays in the Preview Report section. To generate the processed report, select the button.

Name

The Name field displays the existing name of the report.

If you are modifying a standard report template, rename the template using this field by typing over the existing name.

If you are modifying a custom report, you have the choice to keep the name or the report displays as copy of <name of report>. You can either save the copy or rename the template using this field.

Type

The Type field allows you to designate how the report is going to be viewed by selecting:

• Shared: If classified as shared, other users within your organization may be granted access to the report.
• Private: If classified as private, only you have access to the report.

Save as Copy

This field is not active. You cannot save a standard report using the same name. If you wish to save a duplicate copy of a standard report template, you will need to rename it. Once you have changed the name, it will display in the Reports section under Custom Reports.

Use to save custom or modified reports.

Use to delete any custom or private reports. You can also delete a shared report if you are the originator of that report.

Columns Selection

The Columns Selection field provides the ability to

• Not Selected - shows you all of the available data fields that have not been selected
• Selected - shows you the selected data fields available in your report template.

If you wish to add and remove fields to your report, highlight the data field (s) and select right or left arrow to move the data fields between the Selected and Not Selected template columns.

If you wish to view data fields in a particular order, you can arrange the Selected data fields by using the up and down arrows to move the fields in the order you wish to view them in the final report.

NOTE: The CDFs are noted with an asterisk * in the Column Selection list.

Sort 1

• The Sort 1 field provides you with the ability to select how you wish your report template to be grouped. The Group results check box must be checked to use this option. Use the drop down arrow to select the data field to group by.
• Select to have your report generated in ascending order. Select to have your report grouped in descending order.
• - Select to use Sort 1 to group.

NOTE: If you do not wish to use the Group option, do not check the Group results check box and you can use Sort 1 as a primary sort.

Sort 2 - 4

The Sort 2 through Sort 4 fields are used to further sort your report template data. The report template data will be organized in the order in which you defined your sorts. Use the drop down arrow to select the data field to sort by for each layer of sorting. You can choose not to use the sort options by leaving the selection at none.

Column

Drop down menu that provides a list of all standard and customer defined fields your company may be using. Filter categories are listed in alphabetical order.

Type

Drop down menu with a filter type identifier that coincides with your filter choice. The options are:

Exclude

Check this box to exclude any values you have highlighted from your Value list.

Value

Based on your filter column choice and type, this field will either be a text box where you can enter the coinciding data, or if you selected the type List, a drop down menu with the associated options.

Then select the sign to add it to your report template. Repeat for as many filters that you need to have in the report.

1

Select a customer from the Customer Accounts section.

2

Select the report from the Reports section.

3

Select the button from the Report Definition section.

RESULT: The Report Definition section expands.

4

You can modify the report name in the Name field.

5

You can modify whether or not you wish this report to be Shared or Private.

6

You can modify the data fields in the Columns Selection section using the right and left arrows to select or deselect your desired data fields. You can also modify the order you wish to see the report using the up and down arrows.

7

You can modify how you wish the report to be sorted and grouped in the Sorting / Grouping section.

8

You can modify how you wish the report to be filtered in the Filter section.

9

Once you have completed and are satisfied with the report, select the button.

RESULT: A sample of the report displays in the Preview Report section. To generate the official report, you will then need to select the button.

1

Select the custom report to be deleted.

2

Select .

3

Select .