In the final setup stage of your custom report, Step 6 allows you to configure how your report looks, who can access it, and what titles and descriptions appear. This is where you give your report its final polish before publishing.
This step is divided into three key areas:
Appearance
Security
Titles
In the Appearance section, you control the overall visual theme of your report. This helps make your data easier to read and match your company’s preferred style.
You can set:
Color Theme – Choose from predefined color schemes to highlight rows and alternate lines (for example: Grey, Blue, or Teal).
Text Alignment – Align the content of the report to the left or right, depending on the type of data and your preferred style.
These options ensure that your report is not only functional but also pleasant and clear for your audience to read.
The Security settings define exactly who is allowed to view the report. This is important when dealing with sensitive data or tailoring reports to specific roles.
You have multiple ways to control visibility:
Public – Anyone with access to the system can view the report.
Specific Staff – Limit access to named users only.
Select Departments – Share the report with particular teams or divisions.
Select Roles – Make the report available to people with specific roles (such as Admin, Sales, or Support).
Individual Staff Members – For highly specific targeting, choose exactly who can see the report.
Consider who needs the information in the report and select the right audience to keep data secure and relevant.
In the Titles section, you define the basic identity and descriptive information of your report.
Here you can set:
Report Title – The name that appears at the top of the report.
Category – Helps organize reports into sections for easier management.
Report Header – Optional text that appears at the start of the report, great for adding instructions, explanations, or disclaimers.
Report Footer – Optional text displayed at the bottom of the report, useful for notes or summary statements.
Report Name – How the report is labeled within the system.
Records Per Page – Choose how many entries appear on each page of the report, which helps manage very large datasets.
This section ensures your report is not only informative but also well-organized and easy for users to navigate.
After configuring Appearance, Security, and Titles, always press UPDATE on each screen to save your changes.
Once you’ve completed all sections of the report setup, click the FINISH button at the bottom of the screen to complete the report creation process.
You can always go back later to edit your report parameters if anything changes or needs adjusting.
Read more:
Base Reporting in SIX ERP
Dashboards in SIX ERP
First Steps to define Custom Reports
Step 1 - Defining Data Sources and Filtering
Step 2 - Grouping and Sorting
Step 3 - Defining Subtotals
Step 4 - Columns
Step 5 - Conditional Cell Formatting
Custom Report Settings for Administrators