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Amending existing standard reports

  • 1.  Amending existing standard reports

    Posted 02-12-2020 06:01
    Hi all,

    I've searched extensively (but not exhaustively admittedly) and I can't find the answer I need;

    Basically, we would like to add an extra field to the Site History Report - Currently it shows Site Code, Site Name, Area Code for the site, but we would like to add Category Code too, as this is important for our claims defense and inspection history.

    Would this be possible?

    Thanks in advance.

    Ana Resende
    Gloucestershire County Council

  • 2.  RE: Amending existing standard reports

    Posted 02-12-2020 06:44
    Hi Ana

    Years ago Confirm only had the standard reports which we would tweak if users required more information.  In the end so much customisation was requested that Data Sources and Scheduled Reports were introduced so each client can create a report that meets their needs.  The article Creating Data Sources, Saved Qualifications and Reporting Templates in Confirm contains steps on how to create reports.

    We do occasionally make changes to existing reports so you can also add an item to the Ideas Portal explaining what you want and why.  We can then see how many other users would like the enhancement.

    Chris Wareham
    Senior Technical Support Analyst
    Pitney Bowes