Advanced Reports

Advanced Reports are one of the most customizable and powerful features within InfoMaster, but also one of the most complicated.

Advanced Reports are located within the IM Operation Center in the Toolbox tab.  Like HTML reports, right-clicking and generating a new report brings the user through a wizard interface.

There are many more template Advanced report options.  Hovering over reports in the Report Type Selection step allows users to see a preview of what their resulting report should look like.

After clicking Next, users can determine their dataset selection.  In this step, the Advanced Options button becomes selectable.  If users click this, they can adjust the output report location and the report type.  PDF reports are generally the most common, but other options are available.  The remainder of the wizard steps are generally the same.

Library Manager

Also included in the Advanced Report wizard is the Library Manager button.  At any time in the wizard process, users may click this and enter the Library Manager in order to view, copy, and edit Advanced Report templates.  Certain report templates, such as the Bill of Material shown below, are part of the InfoMaster system library and cannot be deleted or edited.  These are default templates prepackaged with each InfoMaster install.

Customized report templates may also be created and may be shown here.  Customized report templates are stored in the Report Library location specified by the System Database.  This Report Library location may be changed within InfoMaster's Settings tabs or by selecting a new System Database.  Different report templates may be saved within each Report Library location, so users should be careful when switching Report Library locations so that they do not misplace templates.

User Guide

Because Advanced Report is such a complicated and custom topic, an entirely separate user guide has been created to answer any more questions users might have.  For further questions on this topic, please contact Innovyze Support.  More than any other tool within InfoMaster, Advanced Reports requires technical know-how so please reach out if you need help creating a customized template.