{"id":386,"date":"2016-04-07T11:57:20","date_gmt":"2016-04-07T15:57:20","guid":{"rendered":"http:\/\/www.e-registernow.com\/support\/?p=386"},"modified":"2017-11-08T18:21:41","modified_gmt":"2017-11-08T23:21:41","slug":"how-to-create-a-new-report","status":"publish","type":"post","link":"https:\/\/e-registernow.com\/support\/how-to-create-a-new-report\/","title":{"rendered":"How to Create a Direct Feed Report"},"content":{"rendered":"<ol>\n<li>Go to Reports &gt; Direct Feed Reports<\/li>\n<li>If direct feed reports exist, click on the &#8216;New Report&#8217; tab<img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_dftab.gif\" alt=\"\" border=\"1\" \/><\/li>\n<li>Enter the name for your report, then select <img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_dfnewbutton.gif\" alt=\"\" \/><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_dfcreate.jpg?resize=242%2C72\" alt=\"\" width=\"242\" height=\"72\" border=\"1\" \/><\/li>\n<li>After returning to the main Direct Feed Reports page, select <img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_dfdata.jpg\" alt=\"\" \/>, which will allow you to select the data you wish to have displayed on the report.<\/li>\n<li>Check the checkbox next to any data fields that should be displayed and enter the following settings:<img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_dfedit.jpg?resize=550%2C270\" alt=\"\" width=\"550\" height=\"270\" border=\"1\" \/><br \/>\n<table border=\"0\">\n<tbody>\n<tr>\n<td width=\"100\">Custom Heading<\/td>\n<td>The name of the heading you wish to have on your report<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Column<\/td>\n<td>The column order for the report. If there is no specific order, leave the column number as 0.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Type<\/td>\n<td>If you wish to sort the data, specify which type (word\/date or number) the heading is.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Sort<\/td>\n<td>Select yes if you wish to sort by this row, no otherwise.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Group<\/td>\n<td>If data should be &#8220;grouped&#8221; by this field, check the checkbox. For example, if you want a report of the transactions grouped by date, check the box next to &#8216;Transaction Date&#8217;. Data will be merged and displayed by date.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<li>Click on \u00a0<img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_custom_savebut.gif\" alt=\"\" \/><\/li>\n<li>Click on \u00a0<img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_custom_dissetbut.gif\" alt=\"\" \/><\/li>\n<li>Enter the following settings:<img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/report_dfdisplaydata.jpg?resize=267%2C138\" alt=\"\" width=\"267\" height=\"138\" border=\"1\" \/><br \/>\n<table border=\"0\">\n<tbody>\n<tr>\n<td width=\"100\">Name<\/td>\n<td>You may edit the name of the report by entering a new name in the textbox.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Record # Limit<\/td>\n<td>Enter the maximum number of records in the report.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Line Numbers<\/td>\n<td>To enable line numbers, click &#8216;Yes&#8217;. To disable line numbers, click &#8216;No&#8217;.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<li>Click on \u00a0<img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_custom_savebut.gif\" alt=\"\" \/><\/li>\n<\/ol>\n<p>Filtering the Report Data<\/p>\n<ol>\n<li>Click on \u00a0<img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_custom_conditionsbu.gif\" alt=\"\" \/><\/li>\n<li>Click on the word &#8216;New&#8217; next to the field for which you would like to create a filter.<\/li>\n<li>Enter the following settings:<img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_dffilter.jpg?resize=550%2C88\" alt=\"\" width=\"550\" height=\"88\" \/><br \/>\n<table border=\"0\">\n<tbody>\n<tr>\n<td width=\"100\">Condition Mode<\/td>\n<td>Select match all if you want only the results that match all filters for that field to be displayed. Select &#8216;match any&#8217; if you want the field to only have to meet one of the filter conditions to be displayed. You will have to click on \u00a0<img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_custom_updatebut.gif\" alt=\"\" \/> to see this field.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Operator<\/td>\n<td>Select the appropriate operator.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Value<\/td>\n<td>Insert the value which you wish to match. Note: Use _ for one-character wildcards, % for any number of characters.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<li>Click on \u00a0<img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_custom_saveexit.gif\" alt=\"\" \/><\/li>\n<\/ol>\n<p>View an Existing Report<\/p>\n<ol>\n<li>Go to Reports &gt; Direct Feed Reports<\/li>\n<li>Select the report you wish to see and click on \u00a0<img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_custom_resultsbut.gif\" alt=\"\" \/><\/li>\n<li>If a full report has not been created yet, select create full report. If you wish to see the most recent results on your report, select create full report.<img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_dffull1.jpg?resize=546%2C221\" alt=\"\" width=\"546\" height=\"221\" border=\"1\" \/><\/li>\n<li>If you want to see the results of a report, select the report and select \u00a0<img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_custom_disresbut.gif\" alt=\"\" \/><\/li>\n<li><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_custom_downloadbut.gif\" alt=\"\" \/> allows you to download a copy of the report in these formats \u2013 text, tab delimited (txt), XML and HTML.<\/li>\n<li>If you want to delete a previous report, select \u00a0<img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/report_dfdelete.jpg\" alt=\"\" \/><\/li>\n<\/ol>\n<p>Deleting a Report Settings Definition<\/p>\n<p>On the main Direct Feed Reports page, select the report to delete and click on \u00a0<img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eregisternow.com\/help\/screenshots\/reports_delete.jpg\" alt=\"\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Go to Reports &gt; Direct Feed Reports If direct feed reports exist, click on the &#8216;New Report&#8217; tab Enter the name for your report, then select After returning to the main Direct Feed Reports page, select , which will allow you to select the data you wish to have displayed on the report. Check the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[105],"tags":[42],"class_list":{"0":"post-386","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-direct_feed_reports","7":"tag-direct-feed","8":"entry"},"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/p7kUZg-6e","jetpack_sharing_enabled":true,"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/e-registernow.com\/support\/wp-json\/wp\/v2\/posts\/386","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/e-registernow.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/e-registernow.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/e-registernow.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/e-registernow.com\/support\/wp-json\/wp\/v2\/comments?post=386"}],"version-history":[{"count":5,"href":"https:\/\/e-registernow.com\/support\/wp-json\/wp\/v2\/posts\/386\/revisions"}],"predecessor-version":[{"id":816,"href":"https:\/\/e-registernow.com\/support\/wp-json\/wp\/v2\/posts\/386\/revisions\/816"}],"wp:attachment":[{"href":"https:\/\/e-registernow.com\/support\/wp-json\/wp\/v2\/media?parent=386"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/e-registernow.com\/support\/wp-json\/wp\/v2\/categories?post=386"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/e-registernow.com\/support\/wp-json\/wp\/v2\/tags?post=386"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}