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How to run reports in web client, using custom filter.

How to run reports in web client, using custom filter.

Problem Statement:

The following steps are used to create a report with custom filters in the Equitrac Professional Web Client tool.

Resolution:

  1. Click to Open Web Client from Start > Programs > Equitrac Professional > Equitrac Web Client
  2. Log into Web Client with a user code that has Global Proxy enabled.
  3. Click on Reports > Generate Report tab
  4. Select filter option from the Subject drop-down box
  5. Note the Subject drop-down contains: All, Copy, Fax, Telephone, Disbursement, Scan, Print, Consolidated, User, Account and Device
  6. Select filter option from the Format drop-down box
  7. Select All, Personal or Systems from the Type drop-down box
  8. Choose a report from the list below
  9. Select Custom in the Filter drop-down box
  10. Click on Create Filter
  11. Select the appropriate option in the Custom drop-down box
  12. Select the appropriate option in the Condition drop-down box
  13. Enter the criteria to be met in the Value field (e.g. user code, client number, etc.)
  14. Optional: Select the appropriate option in the Operator drop-down box

  15. Note: For more information on the Operator options, see page 442 of the Equitrac Professional Administration Guide.
  16. Click on Generate Report