---
title: "Reports"
canonical: "https://support.mercell.com/space/MSTC1/196163374613/Reports"
format: markdown
---
What are reports?

Open and view reports

Open and view report settings

Open and view report design

Create report

Dynamic date fields

Send report periodically



#### What are reports?


Reports is the menu in which reports are defined, maintained and displayed for the various instruments. This covers, for example, an overview of applications or contracts. Depending on a user’s role, a user can define reports for one or more instruments. A report consists of a number of columns with any desired grouping, sorting and filtering added.


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#### Open and view reports


Follow the steps below to view a report:


1. Open the 'Overview' menu.
2. Open the desired module (e.g. tendering or contract management) in the navigation menu on the left.
3. Open the 'Reports' tab within the selected module. In the Reports tab, you will see an overview of all reports created within the relevant module.
4. Open the desired report by clicking on it

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#### Open and view report settings


Follow the steps below to open and view a report's settings:

1. Navigate to the module for the desired report.
2. Click on the 'Reports' tab.
3. Place your cursor on the relevant report. If you are the owner of the report, 3 buttons will now appear: Copy, Design and Settings.
4. Click on 'Settings'.
5. Adjust the settings as desired.

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#### Open and view report design



Follow the steps below to open and view a report's settings:


1. Navigate to the module for the desired report.
2. Click on the 'Reports' tab.
3. Place your cursor on the relevant report. If you are the owner of the report, 3 buttons will now appear: Copy, Design and Settings.
4. Click on 'Design'.
5. Adjust the design of the report.

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#### Create report


Follow the steps below to add a report:


1. Open the relevant module you want to create a report for.
2. Click on the 'Reports' tab.
3. Click on the 'New' button at the top right of the screen.
4. Please enter at least one name. The label field can be used to group reports.
  1. For a report for the 'Procurement/Sourcing & Tendering' module, select whether the report relates to 'requests' or 'providers'.
  2. By selecting the checkbox 'Not limited to my own items / memberships', the report also shows the items (e.g. requests or contracts) of users from the user group(s) in which you are included (unless you are part of the tender or the file in which the contracts or applications are included).
  3. By selecting the checkbox 'Count result rows' the total number of rows shown in the report is displayed.
  4. Click 'Confirm'. This opens the report's 'Design' menu.
5. Fields can be included in the report by dragging.
  1. Filters: determines conditions that must be met to be included in the report. You can apply multiple filters to a report. If more than 1 filter is defined, it must be indicated whether both filters must be met (option 'AND') or whether one of the defined filters must be met (option 'OR').
  2. Columns: determines the columns that will be included in the report. You can add multiple columns to a report
  3. Formula: For the columns added to this, you can include a total, average, minimum or maximum in the report. Only fields that have already been added in Columns can be included here.
  4. Group lines by: Determines how the results are grouped in the report.
  5. Sort by: Determines how the results (within any groupings) are sorted in the report.
6. Click on 'Save' at the top right to save the report definition.
7. Click 'Show report' at the top right to open the report or 'Done' to leave the design menu.

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#### Dynamic date fields



Within reports it is possible to apply filters based on fields. Adding a dynamic date series describes how a dynamic date series can be included as a filter when defining filters on date fields. Examples of dynamic date ranges are This month, Last week, Today, Next 7 days. etc.


Follow the steps below to add a dynamic date filter to a report:




1. Open the report design of the report to which the dynamic date filter should be added.
2. Drag the desired date field to which the dynamic date series should apply to 'Filter'.
3. Select 'In' as operator.
4. Select the desired dynamic date range. The following ranges are available:
  1. Calendar year
    1. Current year
    2. Last year
    3. Next year
  2. Calendar month
    1. This month
    2. Last month
    3. Next month
    4. Current and previous month
    5. Current and next month
  3. Calendar week
    1. This week
    2. Last week
    3. Next week
  4. Day
    1. Today
    2. Past
    3. Future
    4. Yesterday
    5. Tomorrow
    6. Last 7 days
    7. Last 30 days
    8. Past 60 days
    9. Past 90 days
    10. Last 120 days
    11. Next 7 days
    12. Next 30 days
    13. Next 60 days
    14. Next 90 days
    15. Next 120 days
5. Click 'Save' at the top right. Repeat steps 3 to 5 if multiple dynamic date ranges need to be added.
6. Click 'Show report' at the top right to open the report or 'Done' to leave the design menu.

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#### Send report periodically



1. Optionally, reports can also be sent automatically via e-mail at a certain interval to one or more e-mail addresses.
2. Move your mouse over the relevant report. If you are the owner of the report, 3 buttons will now appear: Copy, Design and Settings.
3. Click on 'Settings'.
4. Open the 'Schedule' tab.
5. Indicate how often the report should be sent. Then enter the email addresses to which the report should be sent. Separate the email addresses with a comma. It is not necessary that the email addresses to which a report is sent are also known as users within the system.


Reports are sent in batches at 06:00 GMT on the set days.